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Frisch Financial Group’s Boeing BA Stock Holding History

Frisch Financial Group’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
-783
Closed -$204K – 134
2023
Q4 		$204K Buy
+783
New +$167K 0.08% 122
2019
Q3 		– Sell
-732
Closed -$266K – 101
2019
Q2 		$266K Buy
732
+5
+0.7% +$1.82K 0.18% 76
2019
Q1 		$277K Sell
727
-145
-17% -$55.8K 0.17% 79
2018
Q4 		$281K Buy
+872
New +$301K 0.2% 69

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Frisch Financial Group's BA Position: Q1 2024 in Review

Frisch Financial Group sold out of Boeing (BA) in Q1 2024, closing a stake of 783 shares — an estimated $204K sold.

Frisch Financial Group first reported a position in BA in Q4 2018 and held it in 4 quarters. The position peaked at $281K in Q4 2018. 2,197 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Frisch Financial Group reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Frisch Financial Group sold 783 Boeing shares in Q1 2024, an estimated $204K.
  • Frisch Financial Group first reported a position in Boeing in Q4 2018 and held it in 4 quarters.
  • Frisch Financial Group's Boeing position peaked at $281K in Q4 2018.
  • 2,197 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Frisch Financial Group's 13F filing for Q1 2024, filed 15 May 2024.