Eagle Wealth Strategies’s Boeing BA Stock Holding History

Eagle Wealth Strategies’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	-3,040	Closed	-$793K	–	95
2023 Q4	$793K	Buy	+3,040	New	+$650K	0.48%	22

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

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

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

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

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

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

Eagle Wealth Strategies's BA Position: Q1 2024 in Review

Eagle Wealth Strategies sold out of Boeing (BA) in Q1 2024, closing a stake of 3,040 shares — an estimated $793K sold.

Eagle Wealth Strategies first reported a position in BA in Q4 2023 and held it in 1 quarter. The position peaked at $793K in Q4 2023. 2,195 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Eagle Wealth Strategies reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Eagle Wealth Strategies sold 3,040 Boeing shares in Q1 2024, an estimated $793K.
Eagle Wealth Strategies first reported a position in Boeing in Q4 2023 and held it in 1 quarter.
Eagle Wealth Strategies's Boeing position peaked at $793K in Q4 2023.
2,195 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Eagle Wealth Strategies's 13F filing for Q1 2024, filed 15 Apr 2024.