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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
-900
Closed -$343K – 1208
2019
Q1 		$343K Buy
+900
New +$346K 0.06% 215

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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.