Curtis Advisory Group’s Boeing BA Stock Holding History

Curtis Advisory 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 Q1	–	Sell	-990	Closed	-$258K	–	95
2023 Q4	$258K	Buy	+990	New	+$212K	0.12%	79
2023 Q3	–	Sell	-1,055	Closed	-$223K	–	86
2023 Q2	$223K	Sell	1,055 -287	-21%	-$59.6K	0.07%	86
2023 Q1	$285K	Buy	+1,342	New	+$279K	0.1%	72

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

Curtis Advisory Group's BA Position: Q1 2024 in Review

Curtis Advisory Group sold out of Boeing (BA) in Q1 2024, closing a stake of 990 shares — an estimated $258K sold.

Curtis Advisory Group first reported a position in BA in Q1 2023 and held it in 3 quarters. The position peaked at $285K in Q1 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Curtis Advisory Group reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Curtis Advisory Group sold 990 Boeing shares in Q1 2024, an estimated $258K.
Curtis Advisory Group first reported a position in Boeing in Q1 2023 and held it in 3 quarters.
Curtis Advisory Group's Boeing position peaked at $285K in Q1 2023.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Curtis Advisory Group's 13F filing for Q1 2024, filed 30 Apr 2024.