Elk River Wealth Management’s Boeing BA Stock Holding History

Elk River Wealth Management’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	-3,979	Closed	-$1.04M	–	100
2023 Q4	$1.04M	Hold	3,979	–	–	0.2%	54
2023 Q3	$763K	Hold	3,979	–	–	0.17%	56
2023 Q2	$840K	Hold	3,979	–	–	0.18%	56
2023 Q1	$845K	Hold	3,979	–	–	0.19%	56
2022 Q4	$758K	Buy	+3,979	New	+$651K	0.18%	62

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

Elk River Wealth Management's BA Position: Q1 2024 in Review

Elk River Wealth Management sold out of Boeing (BA) in Q1 2024, closing a stake of 3,979 shares — an estimated $1.04M sold.

Elk River Wealth Management first reported a position in BA in Q4 2022 and held it in 5 quarters. The position peaked at $1.04M in Q4 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Elk River Wealth Management reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Elk River Wealth Management sold 3,979 Boeing shares in Q1 2024, an estimated $1.04M.
Elk River Wealth Management first reported a position in Boeing in Q4 2022 and held it in 5 quarters.
Elk River Wealth Management's Boeing position peaked at $1.04M in Q4 2023.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Elk River Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.