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Coury Firm Asset Management’s Boeing BA Stock Holding History

Coury Firm 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
Q3 		– Sell
-3,135
Closed -$662K – 51
2023
Q2 		$662K Buy
3,135
+2,130
+212% +$442K 0.96% 19
2023
Q1 		$214K Buy
+1,005
New +$209K 0.3% 51

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coury Firm Asset Management's BA Position: Q3 2023 in Review

Coury Firm Asset Management sold out of Boeing (BA) in Q3 2023, closing a stake of 3,135 shares — an estimated $662K sold.

Coury Firm Asset Management first reported a position in BA in Q1 2023 and held it in 2 quarters. The position peaked at $662K in Q2 2023. 2,195 funds tracked by Wall St. Rank hold BA as of Q3 2023.

  • Coury Firm Asset Management reported no remaining Boeing position as of Q3 2023 after selling out during the quarter.
  • Coury Firm Asset Management sold 3,135 Boeing shares in Q3 2023, an estimated $662K.
  • Coury Firm Asset Management first reported a position in Boeing in Q1 2023 and held it in 2 quarters.
  • Coury Firm Asset Management's Boeing position peaked at $662K in Q2 2023.
  • 2,195 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.