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First Business Financial Services’s Boeing BA Stock Holding History

First Business Financial Services’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
-853
Closed -$222K – 166
2023
Q4 		$222K Buy
+853
New +$182K 0.03% 150
2022
Q3 		– Sell
-2,218
Closed -$303K – 162
2022
Q2 		$303K Buy
+2,218
New +$327K 0.04% 130
2020
Q2 		– Sell
-3,526
Closed -$526K – 123
2020
Q1 		$526K Sell
3,526
-64
-2% -$17.5K 0.1% 54
2019
Q4 		$1.17M Buy
3,590
+175
+5% +$62K 0.19% 27
2019
Q3 		$1.3M Buy
3,415
+35
+1% +$12.5K 0.22% 20
2019
Q2 		$1.23M Sell
3,380
-14
-0.4% -$5.11K 0.21% 20
2019
Q1 		$1.29M Sell
3,394
-39
-1% -$15K 0.23% 18
2018
Q4 		$1.11M Buy
3,433
+452
+15% +$156K 0.19% 30
2018
Q3 		$1.11M Hold
2,981
– – 0.17% 26
2018
Q2 		$1M Buy
2,981
+54
+2% +$18.6K 0.18% 19
2018
Q1 		$960K Sell
2,927
-1,277
-30% -$431K 0.18% 18
2017
Q4 		$1.24M Buy
4,204
+175
+4% +$47.4K 0.23% 15
2017
Q3 		$1.02M Buy
4,029
+200
+5% +$46.6K 0.2% 17
2017
Q2 		$757K Sell
3,829
-16
-0.4% -$2.98K 0.16% 18
2017
Q1 		$680K Sell
3,845
-32
-0.8% -$5.45K 0.14% 20
2016
Q4 		$604K Sell
3,877
-229
-6% -$33.4K 0.14% 21
2016
Q3 		$541K Hold
4,106
– – 0.13% 18
2016
Q2 		$533K Sell
4,106
-331
-7% -$43.1K 0.14% 19
2016
Q1 		$563K Buy
4,437
+1,140
+35% +$141K 0.15% 21
2015
Q4 		$477K Sell
3,297
-13
-0.4% -$1.87K 0.14% 23
2015
Q3 		$433K Buy
3,310
+17
+0.5% +$2.36K 0.14% 24
2015
Q2 		$457K Buy
+3,293
New +$480K 0.13% 21

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Business Financial Services's BA Position: Q1 2024 in Review

First Business Financial Services sold out of Boeing (BA) in Q1 2024, closing a stake of 853 shares — an estimated $222K sold.

First Business Financial Services first reported a position in BA in Q2 2015 and held it in 22 quarters. The position peaked at $1.3M in Q3 2019. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • First Business Financial Services reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • First Business Financial Services sold 853 Boeing shares in Q1 2024, an estimated $222K.
  • First Business Financial Services first reported a position in Boeing in Q2 2015 and held it in 22 quarters.
  • First Business Financial Services's Boeing position peaked at $1.3M in Q3 2019.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on First Business Financial Services's 13F filing for Q1 2024, filed 6 May 2024.