Family Asset Management’s Boeing BA Stock Holding History

Family Asset 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 Q3	$660K	Hold	4,344	–	–	0.4%	55
2024 Q2	$791K	Sell	4,344 -45	-1%	-$8.02K	0.51%	47
2024 Q1	$847K	Sell	4,389 -133	-3%	-$27.3K	0.53%	48
2023 Q4	$1.18M	Sell	4,522 -104	-2%	-$22.2K	0.79%	33
2023 Q3	$887K	Sell	4,626 -13	-0.3%	-$2.84K	0.65%	42
2023 Q2	$980K	Sell	4,639 -13	-0.3%	-$2.7K	0.66%	36
2023 Q1	$988K	Sell	4,652 -29	-0.6%	-$6.03K	0.72%	40
2022 Q4	$892K	Buy	+4,681	New	+$766K	0.74%	36

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

Family Asset Management's BA Position: Q3 2024 in Review

Family Asset Management held its Boeing (BA) position steady in Q3 2024 at 4,344 shares worth $660K. The position accounts for 0.4% of the portfolio, ranked #55.

Family Asset Management first reported a position in BA in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.18M in Q4 2023. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

Family Asset Management held 4,344 shares of Boeing worth $660K as of Q3 2024.
Family Asset Management left its Boeing share count unchanged in Q3 2024.
Boeing made up 0.4% of Family Asset Management's portfolio in Q3 2024, its #55 holding.
Family Asset Management first reported a position in Boeing in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's Boeing position peaked at $1.18M in Q4 2023.
1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.