Element Wealth’s Boeing BA Stock Holding History

Element Wealth’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 Q3	–	Sell	-1,210	Closed	-$220K	–	287
2024 Q2	$220K	Buy	1,210 +36	+3%	+$6.42K	0.12%	131
2024 Q1	$227K	Buy	+1,174	New	+$241K	0.13%	124

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Element Wealth's BA Position: Q3 2024 in Review

Element Wealth sold out of Boeing (BA) in Q3 2024, closing a stake of 1,210 shares — an estimated $220K sold.

Element Wealth first reported a position in BA in Q1 2024 and held it in 2 quarters. The position peaked at $227K in Q1 2024. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

Element Wealth reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
Element Wealth sold 1,210 Boeing shares in Q3 2024, an estimated $220K.
Element Wealth first reported a position in Boeing in Q1 2024 and held it in 2 quarters.
Element Wealth's Boeing position peaked at $227K in Q1 2024.
1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Element Wealth's 13F filing for Q3 2024, filed 23 Oct 2024.