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Cyndeo Wealth Partners’s Boeing BA Stock Holding History

Cyndeo Wealth 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
2025
Q3 		– Sell
-990
Closed -$207K – 476
2025
Q2 		$207K Buy
+990
New +$187K 0.01% 446
2024
Q1 		– Sell
-3,366
Closed -$877K – 381
2023
Q4 		$877K Buy
3,366
+12
+0.4% +$2.57K 0.08% 196
2023
Q3 		$643K Sell
3,354
-472
-12% -$103K 0.07% 206
2023
Q2 		$808K Sell
3,826
-207
-5% -$43K 0.08% 183
2023
Q1 		$857K Buy
4,033
+41
+1% +$8.52K 0.09% 182
2022
Q4 		$760K Buy
+3,992
New +$653K 0.09% 184

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cyndeo Wealth Partners's BA Position: Q3 2025 in Review

Cyndeo Wealth Partners sold out of Boeing (BA) in Q3 2025, closing a stake of 990 shares — an estimated $207K sold.

Cyndeo Wealth Partners first reported a position in BA in Q4 2022 and held it in 6 quarters. The position peaked at $877K in Q4 2023. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

  • Cyndeo Wealth Partners reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 990 Boeing shares in Q3 2025, an estimated $207K.
  • Cyndeo Wealth Partners first reported a position in Boeing in Q4 2022 and held it in 6 quarters.
  • Cyndeo Wealth Partners's Boeing position peaked at $877K in Q4 2023.
  • 2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2025, filed 10 Oct 2025.