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Edmonds Duncan Registered Investment Advisors’s Boeing BA Stock Holding History

Edmonds Duncan Registered Investment 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
2023
Q3 		– Sell
-1,266
Closed -$267K – 135
2023
Q2 		$267K Sell
1,266
-200
-14% -$41.5K 0.08% 101
2023
Q1 		$311K Hold
1,466
– – 0.1% 95
2022
Q4 		$279K Buy
+1,466
New +$240K 0.09% 99
2022
Q2 		– Sell
-1,388
Closed -$266K – 129
2022
Q1 		$266K Hold
1,388
– – 0.08% 115
2021
Q4 		$301K Sell
1,388
-2,400
-63% -$507K 0.08% 101
2021
Q3 		$833K Buy
3,788
+500
+15% +$112K 0.25% 65
2021
Q2 		$788K Buy
3,288
+162
+5% +$39.2K 0.25% 65
2021
Q1 		$796K Sell
3,126
-700
-18% -$156K 0.26% 63
2020
Q4 		$798K Buy
3,826
+224
+6% +$43.1K 0.27% 64
2020
Q3 		$595K Hold
3,602
– – 0.25% 64
2020
Q2 		$660K Hold
3,602
– – 0.29% 63
2020
Q1 		$537K Sell
3,602
-60
-2% -$16.4K 0.27% 64
2019
Q4 		$1.19M Hold
3,662
– – 0.48% 45
2019
Q3 		$1.39M Hold
3,662
– – 0.59% 39
2019
Q2 		$1.3M Hold
3,662
– – 0.54% 40
2019
Q1 		$1.4M Buy
3,662
+5
+0.1% +$1.93K 0.58% 36
2018
Q4 		$1.18M Hold
3,657
– – 0.55% 39
2018
Q3 		$1.36M Hold
3,657
– – 0.56% 36
2018
Q2 		$1.23M Buy
3,657
+5
+0.1% +$1.72K 0.53% 39
2018
Q1 		$1.2M Hold
3,652
– – 0.54% 40
2017
Q4 		$1.08M Hold
3,652
– – 0.49% 44
2017
Q3 		$970K Hold
3,652
– – 0.45% 46
2017
Q2 		$722K Buy
3,652
+2,300
+170% +$428K 0.42% 46
2017
Q1 		$246K Hold
1,352
– – 0.13% 83
2016
Q4 		$210K Buy
+1,352
New +$197K 0.12% 86
2016
Q1 		– Sell
-1,452
Closed -$210K – 98
2015
Q4 		$210K Buy
+1,452
New +$209K 0.14% 86

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's BA Position: Q3 2023 in Review

Edmonds Duncan Registered Investment Advisors sold out of Boeing (BA) in Q3 2023, closing a stake of 1,266 shares — an estimated $267K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in BA in Q4 2015 and held it in 26 quarters. The position peaked at $1.4M in Q1 2019. 2,196 funds tracked by Wall St. Rank hold BA as of Q3 2023.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Boeing position as of Q3 2023 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 1,266 Boeing shares in Q3 2023, an estimated $267K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Boeing in Q4 2015 and held it in 26 quarters.
  • Edmonds Duncan Registered Investment Advisors's Boeing position peaked at $1.4M in Q1 2019.
  • 2,196 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.