FWG Investments’s Boeing BA Stock Holding History

FWG Investments’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 Q2	–	Sell	-1,137	Closed	-$219K	–	111
2024 Q1	$219K	Buy	1,137 +99	+10%	+$20.3K	0.24%	100
2023 Q4	$271K	Buy	+1,038	New	+$222K	0.34%	69

Other funds holding BA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

FWG Investments's BA Position: Q2 2024 in Review

FWG Investments sold out of Boeing (BA) in Q2 2024, closing a stake of 1,137 shares — an estimated $219K sold.

FWG Investments first reported a position in BA in Q4 2023 and held it in 2 quarters. The position peaked at $271K in Q4 2023. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

FWG Investments reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
FWG Investments sold 1,137 Boeing shares in Q2 2024, an estimated $219K.
FWG Investments first reported a position in Boeing in Q4 2023 and held it in 2 quarters.
FWG Investments's Boeing position peaked at $271K in Q4 2023.
2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on FWG Investments's 13F filing for Q2 2024, filed 14 Aug 2024.