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First Trust Investment Solutions’s Boeing BA Stock Holding History

First Trust Investment Solutions’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
Q3 		$933K Buy
6,139
+375
+7% +$64.3K 0.11% 142
2024
Q2 		$1.05M Buy
5,764
+2,320
+67% +$414K 0.15% 123
2024
Q1 		$665K Buy
3,444
+1,232
+56% +$253K 0.12% 129
2023
Q4 		$577K Buy
+2,212
New +$473K 0.12% 132

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Investment Solutions's BA Position: Q3 2024 in Review

First Trust Investment Solutions increased its Boeing (BA) stake by 6.5% in Q3 2024, buying an estimated $64.3K and bringing the position to 6,139 shares worth $933K. The position accounts for 0.11% of the portfolio, ranked #142.

First Trust Investment Solutions first reported a position in BA in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.05M in Q2 2024. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • First Trust Investment Solutions held 6,139 shares of Boeing worth $933K as of Q3 2024.
  • First Trust Investment Solutions bought 375 Boeing shares in Q3 2024, an estimated $64.3K.
  • Boeing made up 0.11% of First Trust Investment Solutions's portfolio in Q3 2024, its #142 holding.
  • First Trust Investment Solutions first reported a position in Boeing in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's Boeing position peaked at $1.05M in Q2 2024.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.