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Dechtman Wealth Management’s Boeing BA Stock Holding History

Dechtman 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
2024
Q4 		$249K Hold
1,404
– – 0.05% 58
2024
Q3 		$213K Hold
1,404
– – 0.04% 64
2024
Q2 		$256K Hold
1,404
– – 0.06% 54
2024
Q1 		$271K Hold
1,404
– – 0.06% 53
2023
Q4 		$365K Hold
1,404
– – 0.1% 39
2023
Q3 		$269K Hold
1,404
– – 0.08% 42
2023
Q2 		$296K Buy
+1,404
New +$292K 0.09% 42

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Dechtman Wealth Management's BA Position: Q4 2024 in Review

Dechtman Wealth Management held its Boeing (BA) position steady in Q4 2024 at 1,404 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #58.

Dechtman Wealth Management first reported a position in BA in Q2 2023 and has held it in 7 quarters since. The position peaked at $365K in Q4 2023. 2,188 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • Dechtman Wealth Management held 1,404 shares of Boeing worth $249K as of Q4 2024.
  • Dechtman Wealth Management left its Boeing share count unchanged in Q4 2024.
  • Boeing made up 0.05% of Dechtman Wealth Management's portfolio in Q4 2024, its #58 holding.
  • Dechtman Wealth Management first reported a position in Boeing in Q2 2023 and has held it in 7 quarters since.
  • Dechtman Wealth Management's Boeing position peaked at $365K in Q4 2023.
  • 2,188 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.