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Crown Wealth Group’s Boeing BA Stock Holding History

Crown Wealth Group’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
-1,135
Closed -$219K – 108
2024
Q1 		$219K Sell
1,135
-940
-45% -$193K 0.11% 98
2023
Q4 		$541K Sell
2,075
-835
-29% -$179K 0.33% 42
2023
Q3 		$558K Buy
2,910
+11
+0.4% +$2.41K 0.42% 34
2023
Q2 		$612K Sell
2,899
-353
-11% -$73.3K 0.48% 27
2023
Q1 		$691K Sell
3,252
-55
-2% -$11.4K 0.58% 25
2022
Q4 		$630K Sell
3,307
-107
-3% -$17.5K 0.59% 26
2022
Q3 		$413K Buy
3,414
+44
+1% +$6.75K 0.42% 34
2022
Q2 		$461K Sell
3,370
-3
-0.1% -$443 0.42% 37
2022
Q1 		$646K Buy
3,373
+5
+0.1% +$1K 0.45% 40
2021
Q4 		$678K Buy
+3,368
New +$712K 0.63% 32

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Crown Wealth Group's BA Position: Q2 2024 in Review

Crown Wealth Group sold out of Boeing (BA) in Q2 2024, closing a stake of 1,135 shares — an estimated $219K sold.

Crown Wealth Group first reported a position in BA in Q4 2021 and held it in 10 quarters. The position peaked at $691K in Q1 2023. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

  • Crown Wealth Group reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
  • Crown Wealth Group sold 1,135 Boeing shares in Q2 2024, an estimated $219K.
  • Crown Wealth Group first reported a position in Boeing in Q4 2021 and held it in 10 quarters.
  • Crown Wealth Group's Boeing position peaked at $691K in Q1 2023.
  • 2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Crown Wealth Group's 13F filing for Q2 2024, filed 26 Jul 2024.