Credential Qtrade Securities’s Boeing BA Stock Holding History

Credential Qtrade Securities’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 Q1	–	Sell	-21	Closed	-$5.47K	–	380
2023 Q4	$5.47K	Sell	21 -3,919	-99%	-$838K	﹤0.01%	309
2023 Q3	$755K	Buy	3,940 +3,900	+9,750%	+$853K	0.05%	155
2023 Q2	$8.45K	Hold	40	–	–	﹤0.01%	292
2023 Q1	$8.5K	Hold	40	–	–	﹤0.01%	295
2022 Q4	$7.62K	Hold	40	–	–	﹤0.01%	293
2022 Q3	$4.84K	Hold	40	–	–	﹤0.01%	306
2022 Q2	$5.47K	Sell	40 -120	-75%	-$17.7K	﹤0.01%	308
2022 Q1	$30.6K	Sell	160 -7	-4%	-$1.41K	﹤0.01%	290
2021 Q4	$33.6K	Buy	167 +7	+4%	+$1.48K	﹤0.01%	294
2021 Q3	$35.2K	Hold	160	–	–	﹤0.01%	280
2021 Q2	$38.3K	Sell	160 -150	-48%	-$36.3K	﹤0.01%	285
2021 Q1	$79K	Hold	310	–	–	0.01%	257
2020 Q4	$66.4K	Buy	+310	New	+$59.6K	0.01%	238
2020 Q1	–	Sell	-35	Closed	-$11.4K	–	300
2019 Q4	$11.4K	Buy	+35	New	+$12.4K	﹤0.01%	259

Other funds holding BA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credential Qtrade Securities's BA Position: Q1 2024 in Review

Credential Qtrade Securities sold out of Boeing (BA) in Q1 2024, closing a stake of 21 shares — an estimated $5.47K sold.

Credential Qtrade Securities first reported a position in BA in Q4 2019 and held it in 14 quarters. The position peaked at $755K in Q3 2023. 2,195 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Credential Qtrade Securities reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Credential Qtrade Securities sold 21 Boeing shares in Q1 2024, an estimated $5.47K.
Credential Qtrade Securities first reported a position in Boeing in Q4 2019 and held it in 14 quarters.
Credential Qtrade Securities's Boeing position peaked at $755K in Q3 2023.
2,195 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.