Financial Architects (New Jersey)’s Boeing BA Stock Holding History

Financial Architects (New Jersey)’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
2019 Q2	–	Sell	-200	Closed	-$76K	–	1207
2019 Q1	$76K	Buy	+200	New	+$77K	0.01%	517
2018 Q4	–	Sell	-400	Closed	-$149K	–	1332
2018 Q3	$149K	Buy	+400	New	+$141K	0.02%	367
2018 Q2	–	Sell	-600	Closed	-$197K	–	1331
2018 Q1	$197K	Sell	600 -400	-40%	-$135K	0.04%	309
2017 Q4	$295K	Buy	+1,000	New	+$271K	0.05%	256

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 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Architects (New Jersey)'s BA Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Boeing (BA) stake by 8.5% in Q2 2023, selling an estimated $18.7K and leaving 965 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #309.

Financial Architects (New Jersey) first reported a position in BA in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.73M in Q1 2019. 2,228 funds tracked by Wall St. Rank hold BA as of Q2 2023.

Financial Architects (New Jersey) held 965 shares of Boeing worth $204K as of Q2 2023.
Financial Architects (New Jersey) sold 90 Boeing shares in Q2 2023, an estimated $18.7K.
Boeing made up 0.03% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #309 holding.
Financial Architects (New Jersey) first reported a position in Boeing in Q2 2013 and has held it in 37 quarters since.
Financial Architects (New Jersey)'s Boeing position peaked at $1.73M in Q1 2019.
2,228 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.