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Gilliland Jeter Wealth Management’s Boeing BA Stock Holding History

Gilliland Jeter 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
Q4 		– Sell
-143
Closed -$21.7K – 214
2024
Q3 		$21.7K Sell
143
-849
-86% -$146K 0.01% 382
2024
Q2 		$180K Sell
992
-150
-13% -$26.7K 0.06% 172
2024
Q1 		$220K Sell
1,142
-251
-18% -$51.6K 0.08% 158
2023
Q4 		$363K Buy
+1,393
New +$298K 0.15% 119

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Gilliland Jeter Wealth Management's BA Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Boeing (BA) in Q4 2024, closing a stake of 143 shares — an estimated $21.7K sold.

Gilliland Jeter Wealth Management first reported a position in BA in Q4 2023 and held it in 4 quarters. The position peaked at $363K in Q4 2023. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 143 Boeing shares in Q4 2024, an estimated $21.7K.
  • Gilliland Jeter Wealth Management first reported a position in Boeing in Q4 2023 and held it in 4 quarters.
  • Gilliland Jeter Wealth Management's Boeing position peaked at $363K in Q4 2023.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.