Financial Advisory Group’s Boeing BA Stock Holding History

Financial Advisory 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	$700K	Buy	3,626 +10	+0.3%	+$2.06K	0.12%	54
2023 Q4	$943K	Sell	3,616 -5	-0.1%	-$1.07K	0.18%	47
2023 Q3	$694K	Sell	3,621 -115	-3%	-$25.2K	0.14%	52
2023 Q2	$789K	Hold	3,736	–	–	0.16%	48
2023 Q1	$794K	Hold	3,736	–	–	0.16%	48
2022 Q4	$712K	Hold	3,736	–	–	0.15%	49
2022 Q3	$452K	Sell	3,736 -76	-2%	-$11.7K	0.1%	54
2022 Q2	$521K	Buy	3,812 +6	+0.2%	+$885	0.11%	55
2022 Q1	$729K	Buy	3,806 +100	+3%	+$20.1K	0.14%	50
2021 Q4	$746K	Sell	3,706 -15	-0.4%	-$3.17K	0.15%	48
2021 Q3	$818K	Buy	3,721 +15	+0.4%	+$3.35K	0.18%	45
2021 Q2	$888K	Sell	3,706 -140	-4%	-$33.8K	0.21%	43
2021 Q1	$980K	Sell	3,846 -200	-5%	-$44.5K	0.25%	36
2020 Q4	$866K	Sell	4,046 -124	-3%	-$23.8K	0.23%	40
2020 Q3	$689K	Sell	4,170 -100	-2%	-$17K	0.22%	40
2020 Q2	$783K	Buy	4,270 +200	+5%	+$30.7K	0.27%	37
2020 Q1	$607K	Buy	4,070 +140	+4%	+$38.3K	0.2%	40
2019 Q4	$1.28M	Sell	3,930 -92	-2%	-$32.6K	0.34%	34
2019 Q3	$1.53M	Hold	4,022	–	–	0.42%	27
2019 Q2	$1.49M	Buy	4,022 +50	+1%	+$18.2K	0.39%	28
2019 Q1	$1.51M	Buy	3,972 +4	+0.1%	+$1.54K	0.42%	27
2018 Q4	$1.28M	Sell	3,968 -100	-2%	-$34.5K	0.39%	27
2018 Q3	$1.51M	Hold	4,068	–	–	0.4%	23
2018 Q2	$1.36M	Buy	4,068 +85	+2%	+$29.2K	0.38%	24
2018 Q1	$1.31M	Buy	3,983 +21	+0.5%	+$7.09K	0.39%	23
2017 Q4	$1.17M	Buy	3,962 +3,961	+396,100%	+$1.07M	0.35%	26
2017 Q3	$275K	Sell	1 -5,061	-100%	-$1.18M	0.09%	55
2017 Q2	$1M	Buy	5,062 +200	+4%	+$37.2K	0.34%	31
2017 Q1	$860K	Sell	4,862 -1,200	-20%	-$204K	0.3%	30
2016 Q4	$944K	Sell	6,062 -1,500	-20%	-$219K	0.36%	29
2016 Q3	$996K	Sell	7,562 -30	-0.4%	-$3.95K	0.43%	23
2016 Q2	$986K	Sell	7,592 -10	-0.1%	-$1.3K	0.48%	23
2016 Q1	$965K	Sell	7,602 -20	-0.3%	-$2.48K	0.47%	21
2015 Q4	$1.1M	Hold	7,622	–	–	0.53%	20
2015 Q3	$998K	Buy	7,622 +20	+0.3%	+$2.77K	0.49%	19
2015 Q2	$1.05M	Hold	7,602	–	–	0.53%	18
2015 Q1	$1.14M	Buy	7,602 +15	+0.2%	+$2.18K	0.55%	16
2014 Q4	$986K	Buy	7,587 +15	+0.2%	+$1.9K	0.52%	17
2014 Q3	$964K	Hold	7,572	–	–	0.54%	16
2014 Q2	$963K	Hold	7,572	–	–	0.55%	15
2014 Q1	$950K	Sell	7,572 -40	-0.5%	-$5.21K	0.53%	18
2013 Q4	$1.04M	Buy	7,612 +930	+14%	+$121K	0.59%	18
2013 Q3	$785K	Hold	6,682	–	–	0.49%	18
2013 Q2	$685K	Buy	+6,682	New	+$635K	0.44%	19

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

Financial Advisory Group's BA Position: Q1 2024 in Review

Financial Advisory Group increased its Boeing (BA) stake by 0.28% in Q1 2024, buying an estimated $2.06K and bringing the position to 3,626 shares worth $700K. The position accounts for 0.12% of the portfolio, ranked #54.

Financial Advisory Group first reported a position in BA in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.53M in Q3 2019. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Financial Advisory Group held 3,626 shares of Boeing worth $700K as of Q1 2024.
Financial Advisory Group bought 10 Boeing shares in Q1 2024, an estimated $2.06K.
Boeing made up 0.12% of Financial Advisory Group's portfolio in Q1 2024, its #54 holding.
Financial Advisory Group first reported a position in Boeing in Q2 2013 and has held it in 44 quarters since.
Financial Advisory Group's Boeing position peaked at $1.53M in Q3 2019.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Financial Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.