DB Wealth Management Group’s Boeing BA Stock Holding History

DB Wealth Management 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
2023 Q4	$99.1K	Hold	380	–	–	0.06%	120
2023 Q3	$72.8K	Hold	380	–	–	0.05%	126
2023 Q2	$80.2K	Hold	380	–	–	0.05%	121
2023 Q1	$80.7K	Buy	380 +250	+192%	+$51.9K	0.05%	118
2022 Q4	$24.8K	Hold	130	–	–	0.02%	205
2022 Q3	$16K	Hold	130	–	–	0.01%	249
2022 Q2	$18K	Hold	130	–	–	0.01%	246
2022 Q1	$25K	Hold	130	–	–	0.02%	234
2021 Q4	$26K	Hold	130	–	–	0.02%	215
2021 Q3	$29K	Hold	130	–	–	0.02%	201
2021 Q2	$31K	Hold	130	–	–	0.02%	197
2021 Q1	$33K	Hold	130	–	–	0.02%	195
2020 Q4	$28K	Buy	+130	New	+$25K	0.02%	196

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

DB Wealth Management Group's BA Position: Q4 2023 in Review

DB Wealth Management Group held its Boeing (BA) position steady in Q4 2023 at 380 shares worth $99.1K. The position accounts for 0.06% of the portfolio, ranked #120.

DB Wealth Management Group first reported a position in BA in Q4 2020 and has held it in 13 quarters since. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

DB Wealth Management Group held 380 shares of Boeing worth $99.1K as of Q4 2023.
DB Wealth Management Group left its Boeing share count unchanged in Q4 2023.
Boeing made up 0.06% of DB Wealth Management Group's portfolio in Q4 2023, its #120 holding.
DB Wealth Management Group first reported a position in Boeing in Q4 2020 and has held it in 13 quarters since.
2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.