Cresta Advisors’s Boeing BA Stock Holding History

Cresta Advisors’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	-1,000	Closed	-$261K	–	45
2023 Q4	$261K	Buy	+1,000	New	+$214K	0.17%	51
2023 Q3	–	Sell	-2,000	Closed	-$422K	–	47
2023 Q2	$422K	Hold	2,000	–	–	0.33%	36
2023 Q1	$425K	Sell	2,000 -5	-0.2%	-$1.04K	0.33%	29
2022 Q4	$382K	Buy	2,005 +5	+0.3%	+$818	0.33%	26
2022 Q3	$242K	Buy	+2,000	New	+$307K	0.3%	27

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

Cresta Advisors's BA Position: Q1 2024 in Review

Cresta Advisors sold out of Boeing (BA) in Q1 2024, closing a stake of 1,000 shares — an estimated $261K sold.

Cresta Advisors first reported a position in BA in Q3 2022 and held it in 5 quarters. The position peaked at $425K in Q1 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Cresta Advisors reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Cresta Advisors sold 1,000 Boeing shares in Q1 2024, an estimated $261K.
Cresta Advisors first reported a position in Boeing in Q3 2022 and held it in 5 quarters.
Cresta Advisors's Boeing position peaked at $425K in Q1 2023.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Cresta Advisors's 13F filing for Q1 2024, filed 2 May 2024.