Delap Wealth Advisory’s Boeing BA Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-1,829	Closed	-$353K	–	138
2024 Q1	$353K	Buy	+1,829	New	+$376K	0.14%	123

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Delap Wealth Advisory's BA Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Boeing (BA) in Q2 2024, closing a stake of 1,829 shares — an estimated $353K sold.

Delap Wealth Advisory first reported a position in BA in Q1 2024 and held it in 1 quarter. The position peaked at $353K in Q1 2024. 2,074 funds tracked by Wall St. Rank hold BA as of Q2 2024.

Delap Wealth Advisory reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 1,829 Boeing shares in Q2 2024, an estimated $353K.
Delap Wealth Advisory first reported a position in Boeing in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Boeing position peaked at $353K in Q1 2024.
2,074 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.