Finer Wealth Management’s Boeing BA Stock Holding History

Finer Wealth 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 Q1	–	Sell	-1,353	Closed	-$353K	–	79
2023 Q4	$353K	Sell	1,353 -764	-36%	-$163K	0.26%	64
2023 Q3	$406K	Sell	2,117 -639	-23%	-$140K	0.32%	55
2023 Q2	$582K	Sell	2,756 -138	-5%	-$28.7K	0.45%	51
2023 Q1	$615K	Sell	2,894 -64	-2%	-$13.3K	0.52%	48
2022 Q4	$563K	Sell	2,958 -207	-7%	-$33.9K	0.53%	46
2022 Q3	$383K	Sell	3,165 -40	-1%	-$6.13K	0.38%	59
2022 Q2	$438K	Sell	3,205 -132	-4%	-$19.5K	0.4%	55
2022 Q1	$639K	Sell	3,337 -237	-7%	-$47.6K	0.52%	44
2021 Q4	$720K	Buy	+3,574	New	+$755K	0.6%	46

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

Finer Wealth Management's BA Position: Q1 2024 in Review

Finer Wealth Management sold out of Boeing (BA) in Q1 2024, closing a stake of 1,353 shares — an estimated $353K sold.

Finer Wealth Management first reported a position in BA in Q4 2021 and held it in 9 quarters. The position peaked at $720K in Q4 2021. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Finer Wealth Management reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Finer Wealth Management sold 1,353 Boeing shares in Q1 2024, an estimated $353K.
Finer Wealth Management first reported a position in Boeing in Q4 2021 and held it in 9 quarters.
Finer Wealth Management's Boeing position peaked at $720K in Q4 2021.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Finer Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.