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Fernwood Investment Management’s Boeing BA Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-1,142
Closed -$221K – 239
2024
Q1 		$221K Sell
1,142
-10
-0.9% -$2.06K 0.06% 186
2023
Q4 		$299K Buy
+1,152
New +$246K 0.1% 153
2023
Q3 		– Sell
-957
Closed -$202K – 191
2023
Q2 		$202K Sell
957
-125
-12% -$26K 0.07% 181
2023
Q1 		$230K Buy
1,082
+10
+0.9% +$2.08K 0.09% 162
2022
Q4 		$204K Buy
+1,072
New +$175K 0.08% 171
2022
Q2 		– Sell
-1,147
Closed -$220K – 186
2022
Q1 		$220K Sell
1,147
-320
-22% -$64.2K 0.08% 179
2021
Q4 		$295K Buy
1,467
+15
+1% +$3.17K 0.1% 163
2021
Q3 		$319K Sell
1,452
-25
-2% -$5.58K 0.11% 156
2021
Q2 		$354K Hold
1,477
– – 0.12% 150
2021
Q1 		$376K Sell
1,477
-50
-3% -$11.1K 0.14% 145
2020
Q4 		$327K Buy
+1,527
New +$294K 0.13% 147
2020
Q1 		– Sell
-697
Closed -$227K – 147
2019
Q4 		$227K Sell
697
-590
-46% -$209K 0.11% 141
2019
Q3 		$490K Buy
1,287
+598
+87% +$214K 0.24% 103
2019
Q2 		$251K Buy
689
+14
+2% +$5.11K 0.14% 131
2019
Q1 		$257K Sell
675
-165
-20% -$63.5K 0.14% 129
2018
Q4 		$271K Buy
840
+113
+16% +$39K 0.17% 116
2018
Q3 		$270K Buy
727
+75
+12% +$26.3K 0.14% 133
2018
Q2 		$219K Buy
+652
New +$224K 0.12% 139

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Fernwood Investment Management's BA Position: Q2 2024 in Review

Fernwood Investment Management sold out of Boeing (BA) in Q2 2024, closing a stake of 1,142 shares — an estimated $221K sold.

Fernwood Investment Management first reported a position in BA in Q2 2018 and held it in 18 quarters. The position peaked at $490K in Q3 2019. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

  • Fernwood Investment Management reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,142 Boeing shares in Q2 2024, an estimated $221K.
  • Fernwood Investment Management first reported a position in Boeing in Q2 2018 and held it in 18 quarters.
  • Fernwood Investment Management's Boeing position peaked at $490K in Q3 2019.
  • 2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.