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Cornerstone Advisors Asset Management’s Boeing BA Stock Holding History

Cornerstone Advisors Asset Management’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
2023
Q2 		– Sell
-2,305
Closed -$490K – 90
2023
Q1 		$490K Hold
2,305
– – 0.24% 59
2022
Q4 		$439K Hold
2,305
– – 0.23% 64
2022
Q3 		$279K Hold
2,305
– – 0.21% 52
2022
Q2 		$315K Hold
2,305
– – 0.22% 59
2022
Q1 		$441K Buy
+2,305
New +$463K 0.31% 48

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Advisors Asset Management's BA Position: Q2 2023 in Review

Cornerstone Advisors Asset Management sold out of Boeing (BA) in Q2 2023, closing a stake of 2,305 shares — an estimated $490K sold.

Cornerstone Advisors Asset Management first reported a position in BA in Q1 2022 and held it in 5 quarters. The position peaked at $490K in Q1 2023. 2,227 funds tracked by Wall St. Rank hold BA as of Q2 2023.

  • Cornerstone Advisors Asset Management reported no remaining Boeing position as of Q2 2023 after selling out during the quarter.
  • Cornerstone Advisors Asset Management sold 2,305 Boeing shares in Q2 2023, an estimated $490K.
  • Cornerstone Advisors Asset Management first reported a position in Boeing in Q1 2022 and held it in 5 quarters.
  • Cornerstone Advisors Asset Management's Boeing position peaked at $490K in Q1 2023.
  • 2,227 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2023, filed 19 Nov 2024.