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Ethos Financial Group’s Boeing BA Stock Holding History

Ethos Financial Group’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
-1,116
Closed -$237K – 182
2023
Q2 		$237K Hold
1,116
– – 0.08% 121
2023
Q1 		$237K Sell
1,116
-139
-11% -$28.9K 0.07% 148
2022
Q4 		$239K Buy
+1,255
New +$205K 0.08% 121

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 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

Ethos Financial Group's BA Position: Q3 2023 in Review

Ethos Financial Group sold out of Boeing (BA) in Q3 2023, closing a stake of 1,116 shares — an estimated $237K sold.

Ethos Financial Group first reported a position in BA in Q4 2022 and held it in 3 quarters. The position peaked at $239K in Q4 2022. 2,194 funds tracked by Wall St. Rank hold BA as of Q3 2023.

  • Ethos Financial Group reported no remaining Boeing position as of Q3 2023 after selling out during the quarter.
  • Ethos Financial Group sold 1,116 Boeing shares in Q3 2023, an estimated $237K.
  • Ethos Financial Group first reported a position in Boeing in Q4 2022 and held it in 3 quarters.
  • Ethos Financial Group's Boeing position peaked at $239K in Q4 2022.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on Ethos Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.