GDS Wealth Management’s Boeing BA Stock Holding History

GDS Wealth Management’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	-1,202	Closed	-$219K	–	168
2024 Q2	$219K	Buy	+1,202	New	+$214K	0.02%	128

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

GDS Wealth Management's BA Position: Q3 2024 in Review

GDS Wealth Management sold out of Boeing (BA) in Q3 2024, closing a stake of 1,202 shares — an estimated $219K sold.

GDS Wealth Management first reported a position in BA in Q2 2024 and held it in 1 quarter. The position peaked at $219K in Q2 2024. 1,957 funds tracked by Wall St. Rank hold BA as of Q3 2024.

GDS Wealth Management reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
GDS Wealth Management sold 1,202 Boeing shares in Q3 2024, an estimated $219K.
GDS Wealth Management first reported a position in Boeing in Q2 2024 and held it in 1 quarter.
GDS Wealth Management's Boeing position peaked at $219K in Q2 2024.
1,957 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on GDS Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.