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Curran Financial Partners’s Boeing BA Stock Holding History

Curran Financial Partners’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
-1,138
Closed -$244K – 83
2023
Q4 		$244K Sell
1,138
-56
-5% -$12K 0.09% 71
2023
Q3 		$229K Buy
1,194
+99
+9% +$21.7K 0.1% 66
2023
Q2 		$231K Buy
+1,095
New +$227K 0.1% 66
2021
Q2 		– Sell
-796
Closed -$203K – 64
2021
Q1 		$203K Buy
+796
New +$177K 0.15% 56

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 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curran Financial Partners's BA Position: Q1 2024 in Review

Curran Financial Partners sold out of Boeing (BA) in Q1 2024, closing a stake of 1,138 shares — an estimated $244K sold.

Curran Financial Partners first reported a position in BA in Q1 2021 and held it in 4 quarters. The position peaked at $244K in Q4 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Curran Financial Partners reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Curran Financial Partners sold 1,138 Boeing shares in Q1 2024, an estimated $244K.
  • Curran Financial Partners first reported a position in Boeing in Q1 2021 and held it in 4 quarters.
  • Curran Financial Partners's Boeing position peaked at $244K in Q4 2023.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Curran Financial Partners's 13F filing for Q1 2024, filed 2 May 2024.