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Executive Wealth Group’s Boeing BA Stock Holding History

Executive Wealth 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
2024
Q1 		$55.8M Buy
276,131
+192,190
+229% +$39.5M 11.61% 1
2023
Q4 		$21.9M Buy
83,941
+38
+0% +$8.13K 13.91% 1
2023
Q3 		$16.1M Sell
83,903
-1,387
-2% -$303K 11.42% 1
2023
Q2 		$18M Buy
85,290
+678
+0.8% +$141K 12.17% 1
2023
Q1 		$18M Buy
84,612
+3,842
+5% +$798K 12.73% 1
2022
Q4 		$15.4M Buy
80,770
+969
+1% +$158K 11.75% 1
2022
Q3 		$9.66M Sell
79,801
-2,000
-2% -$307K 8.3% 3
2022
Q2 		$11.2M Buy
81,801
+2,617
+3% +$386K 8.65% 3
2022
Q1 		$15.2M Buy
79,184
+32
+0% +$6.42K 9.94% 1
2021
Q4 		$15.9M Hold
79,152
– – 9.85% 1
2021
Q3 		$17.4M Sell
79,152
-5,820
-7% -$1.3M 10.64% 1
2021
Q2 		$20.4M Sell
84,972
-178
-0.2% -$43K 12.05% 1
2021
Q1 		$21.7M Buy
85,150
+14,037
+20% +$3.12M 13.35% 1
2020
Q4 		$15.2M Buy
71,113
+327
+0.5% +$62.9K 10.27% 1
2020
Q3 		$11.7M Sell
70,786
-8,266
-10% -$1.41M 8.99% 1
2020
Q2 		$14.5M Buy
79,052
+1,080
+1% +$166K 11.59% 1
2020
Q1 		$11.6M Buy
77,972
+19,832
+34% +$5.43M 11.15% 1
2019
Q4 		$18.9M Buy
58,140
+1,118
+2% +$396K 14.35% 1
2019
Q3 		$21.7M Sell
57,022
-7,818
-12% -$2.79M 17.36% 1
2019
Q2 		$23.6M Sell
64,840
-1,921
-3% -$700K 18.09% 1
2019
Q1 		$25.5M Buy
66,761
+22,723
+52% +$8.75M 19.84% 1
2018
Q4 		$14.2M Buy
44,038
+1,448
+3% +$500K 13.41% 1
2018
Q3 		$15.8M Buy
42,590
+7,000
+20% +$2.46M 13.13% 1
2018
Q2 		$11.9M Sell
35,590
-20,580
-37% -$7.08M 10.63% 1
2018
Q1 		$18.4M Sell
56,170
-143
-0.3% -$48.3K 15.86% 1
2017
Q4 		$16.6M Buy
+56,313
New +$15.2M 14.84% 1

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 $41.5B AUM 16.76% 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 $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Executive Wealth Group's BA Position: Q1 2024 in Review

Executive Wealth Group increased its Boeing (BA) stake by 229% in Q1 2024, buying an estimated $39.5M and bringing the position to 276,131 shares worth $55.8M. The position accounts for 11.61% of the portfolio, ranked #1.

Executive Wealth Group first reported a position in BA in Q4 2017 and has held it in 26 quarters since. 2,197 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Executive Wealth Group held 276,131 shares of Boeing worth $55.8M as of Q1 2024.
  • Executive Wealth Group bought 192,190 Boeing shares in Q1 2024, an estimated $39.5M.
  • Boeing made up 11.61% of Executive Wealth Group's portfolio in Q1 2024, its #1 holding.
  • Executive Wealth Group first reported a position in Boeing in Q4 2017 and has held it in 26 quarters since.
  • 2,197 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.