Curi Wealth Management’s Boeing BA Stock Holding History

Curi Wealth 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
2022 Q3	–	Sell	-510	Closed	-$70K	–	232
2022 Q2	$70K	Buy	510 +62	+14%	+$9.15K	0.01%	200
2022 Q1	$85K	Buy	448 +31	+7%	+$6.22K	0.01%	171
2021 Q4	$83K	Buy	+417	New	+$88.1K	0.01%	154
2021 Q1	–	Sell	-176	Closed	-$37K	–	130
2020 Q4	$37K	Buy	+176	New	+$33.8K	0.03%	168

Other funds holding BA

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Curi Wealth Management's BA Position: Q3 2022 in Review

Curi Wealth Management sold out of Boeing (BA) in Q3 2022, closing a stake of 510 shares — an estimated $70K sold.

Curi Wealth Management first reported a position in BA in Q4 2020 and held it in 4 quarters. The position peaked at $85K in Q1 2022. 1,828 funds tracked by Wall St. Rank hold BA as of Q3 2022.

Curi Wealth Management reported no remaining Boeing position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 510 Boeing shares in Q3 2022, an estimated $70K.
Curi Wealth Management first reported a position in Boeing in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Boeing position peaked at $85K in Q1 2022.
1,828 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.