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Coppell Advisory Solutions’s Boeing BA Stock Holding History

Coppell Advisory Solutions’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,672
Closed -$365K – 48
2025
Q4 		$365K Buy
1,672
+112
+7% +$23K 0.04% 301
2025
Q3 		$339K Buy
1,560
+77
+5% +$17.4K 0.04% 312
2025
Q2 		$318K Buy
+1,483
New +$280K 0.04% 290
2025
Q1 		– Sell
-429
Closed -$76.3K – 459
2024
Q4 		$76.3K Buy
429
+13
+3% +$2.04K 0.01% 482
2024
Q3 		$65K Sell
416
-91
-18% -$15.6K 0.01% 486
2024
Q2 		$92.2K Buy
+507
New +$90.4K 0.02% 375
2023
Q4 		$94.8K Buy
364
+47
+15% +$10.1K 0.02% 373
2023
Q3 		$60.4K Sell
317
-168
-35% -$36.8K 0.02% 273
2023
Q2 		$103K Buy
+485
New +$101K 0.03% 264
2023
Q1 		– Sell
-317
Closed -$60.4K – 264
2022
Q4 		$60.4K Buy
+317
New +$51.9K 0.02% 277

Other funds holding BA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return