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Delta Financial Advisors’s Boeing BA Stock Holding History

Delta Financial Advisors’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
-3,294
Closed -$859K – 117
2023
Q4 		$859K Sell
3,294
-3,669
-53% -$785K 0.37% 75
2023
Q3 		$1.33M Hold
6,963
– – 0.6% 59
2023
Q2 		$1.47M Buy
6,963
+3,669
+111% +$762K 0.65% 55
2023
Q1 		$700K Sell
3,294
-110
-3% -$22.9K 0.34% 78
2022
Q4 		$648K Hold
3,404
– – 0.31% 80
2022
Q3 		$412K Buy
3,404
+34
+1% +$5.21K 0.22% 91
2022
Q2 		$461K Buy
3,370
+125
+4% +$18.4K 0.23% 92
2022
Q1 		$621K Buy
3,245
+184
+6% +$36.9K 0.27% 86
2021
Q4 		$616K Buy
3,061
+875
+40% +$185K 0.25% 87
2021
Q3 		$481K Buy
2,186
+55
+3% +$12.3K 0.21% 94
2021
Q2 		$510K Buy
2,131
+36
+2% +$8.7K 0.22% 93
2021
Q1 		$534K Buy
2,095
+80
+4% +$17.8K 0.25% 90
2020
Q4 		$431K Sell
2,015
-79
-4% -$15.2K 0.22% 95
2020
Q3 		$346K Buy
2,094
+74
+4% +$12.6K 0.19% 98
2020
Q2 		$370K Sell
2,020
-70
-3% -$10.8K 0.22% 92
2020
Q1 		$312K Buy
2,090
+970
+87% +$266K 0.21% 91
2019
Q4 		$365K Buy
1,120
+15
+1% +$5.31K 0.14% 99
2019
Q3 		$420K Hold
1,105
– – 0.17% 102
2019
Q2 		$402K Buy
+1,105
New +$403K 0.17% 99

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delta Financial Advisors's BA Position: Q1 2024 in Review

Delta Financial Advisors sold out of Boeing (BA) in Q1 2024, closing a stake of 3,294 shares — an estimated $859K sold.

Delta Financial Advisors first reported a position in BA in Q2 2019 and held it in 19 quarters. The position peaked at $1.47M in Q2 2023. 2,195 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Delta Financial Advisors reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Delta Financial Advisors sold 3,294 Boeing shares in Q1 2024, an estimated $859K.
  • Delta Financial Advisors first reported a position in Boeing in Q2 2019 and held it in 19 quarters.
  • Delta Financial Advisors's Boeing position peaked at $1.47M in Q2 2023.
  • 2,195 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Delta Financial Advisors's 13F filing for Q1 2024, filed 7 May 2024.