Core Wealth Advisors (Florida)’s Boeing BA Stock Holding History

Core Wealth Advisors (Florida)’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
2024 Q2	–	Sell	-517	Closed	-$99.7K	–	70
2024 Q1	$99.7K	Sell	517 -9,578	-95%	-$1.97M	0.03%	74
2023 Q4	$2.63M	Sell	10,095 -4	-0%	-$855	0.97%	13
2023 Q3	$1.94M	Buy	10,099 +505	+5%	+$110K	0.79%	18
2023 Q2	$2.03M	Buy	9,594 +9,267	+2,834%	+$1.92M	0.81%	16
2023 Q1	$69.4K	Buy	327 +186	+132%	+$38.6K	0.03%	75
2022 Q4	$26.8K	Hold	141	–	–	0.01%	103
2022 Q3	$17K	Hold	141	–	–	0.01%	106
2022 Q2	$19K	Hold	141	–	–	0.01%	107
2022 Q1	$27K	Hold	141	–	–	0.02%	102
2021 Q4	$28K	Sell	141 -132	-48%	-$27.9K	0.02%	114
2021 Q3	$60K	Hold	273	–	–	0.04%	74
2021 Q2	$65K	Buy	273 +32	+13%	+$7.74K	0.04%	63
2021 Q1	$61K	Buy	241 +85	+54%	+$18.9K	0.05%	56
2020 Q4	$33K	Buy	156 +15	+11%	+$2.88K	0.03%	72
2020 Q3	$23K	Buy	141 +16	+13%	+$2.73K	0.02%	74
2020 Q2	$23K	Sell	125 -101	-45%	-$15.5K	0.02%	70
2020 Q1	$34K	Buy	226 +208	+1,156%	+$56.9K	0.03%	59
2019 Q4	$6K	Buy	+18	New	+$6.37K	﹤0.01%	95

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Core Wealth Advisors (Florida)'s BA Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Boeing (BA) in Q2 2024, closing a stake of 517 shares — an estimated $99.7K sold.

Core Wealth Advisors (Florida) first reported a position in BA in Q4 2019 and held it in 18 quarters. The position peaked at $2.63M in Q4 2023. 2,075 funds tracked by Wall St. Rank hold BA as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 517 Boeing shares in Q2 2024, an estimated $99.7K.
Core Wealth Advisors (Florida) first reported a position in Boeing in Q4 2019 and held it in 18 quarters.
Core Wealth Advisors (Florida)'s Boeing position peaked at $2.63M in Q4 2023.
2,075 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.