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Fortune Financial Advisors’s Boeing BA Stock Holding History

Fortune Financial Advisors’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 		– Sell
-3,542
Closed -$645K – 94
2024
Q2 		$645K Sell
3,542
-295
-8% -$52.6K 0.39% 73
2024
Q1 		$741K Sell
3,837
-132
-3% -$27.1K 0.47% 66
2023
Q4 		$1.03M Buy
3,969
+78
+2% +$16.7K 0.72% 44
2023
Q3 		$746K Buy
3,891
+230
+6% +$50.3K 0.57% 56
2023
Q2 		$773K Buy
+3,661
New +$760K 0.58% 55

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

Fortune Financial Advisors's BA Position: Q3 2024 in Review

Fortune Financial Advisors sold out of Boeing (BA) in Q3 2024, closing a stake of 3,542 shares — an estimated $645K sold.

Fortune Financial Advisors first reported a position in BA in Q2 2023 and held it in 5 quarters. The position peaked at $1.03M in Q4 2023. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Fortune Financial Advisors reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Fortune Financial Advisors sold 3,542 Boeing shares in Q3 2024, an estimated $645K.
  • Fortune Financial Advisors first reported a position in Boeing in Q2 2023 and held it in 5 quarters.
  • Fortune Financial Advisors's Boeing position peaked at $1.03M in Q4 2023.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Fortune Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.