FourThought Financial’s Boeing BA Stock Holding History

FourThought Financial’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
2022 Q3	$419K	Buy	3,463 +600	+21%	+$92K	0.06%	201
2022 Q2	$391K	Buy	2,863 +25	+0.9%	+$3.69K	0.06%	213
2022 Q1	$543K	Buy	2,838 +7	+0.2%	+$1.41K	0.07%	181
2021 Q4	$570K	Sell	2,831 -1,512	-35%	-$319K	0.07%	179
2021 Q3	$955K	Sell	4,343 -5,588	-56%	-$1.25M	0.13%	129
2021 Q2	$2.38M	Buy	9,931 +4,473	+82%	+$1.08M	0.32%	69
2021 Q1	$1.39M	Sell	5,458 -356	-6%	-$79.1K	0.2%	96
2020 Q4	$1.24M	Buy	+5,814	New	+$1.12M	0.2%	98

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FourThought Financial's BA Position: Q3 2022 in Review

FourThought Financial increased its Boeing (BA) stake by 21% in Q3 2022, buying an estimated $92K and bringing the position to 3,463 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #201.

FourThought Financial first reported a position in BA in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.38M in Q2 2021. 1,829 funds tracked by Wall St. Rank hold BA as of Q3 2022.

FourThought Financial held 3,463 shares of Boeing worth $419K as of Q3 2022.
FourThought Financial bought 600 Boeing shares in Q3 2022, an estimated $92K.
Boeing made up 0.06% of FourThought Financial's portfolio in Q3 2022, its #201 holding.
FourThought Financial first reported a position in Boeing in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Boeing position peaked at $2.38M in Q2 2021.
1,829 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.