GWM
BA icon

Gray Wealth Management’s Boeing BA Stock Holding History

Gray 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
-1,641
Closed -$299K – 142
2024
Q2 		$299K Sell
1,641
-56
-3% -$9.98K 0.13% 95
2024
Q1 		$328K Sell
1,697
-442
-21% -$90.8K 0.15% 89
2023
Q4 		$558K Buy
2,139
+25
+1% +$5.35K 0.27% 61
2023
Q3 		$405K Buy
2,114
+14
+0.7% +$3.06K 0.21% 68
2023
Q2 		$443K Buy
2,100
+16
+0.8% +$3.32K 0.22% 69
2023
Q1 		$443K Buy
2,084
+66
+3% +$13.7K 0.24% 70
2022
Q4 		$384K Sell
2,018
-76
-4% -$12.4K 0.22% 67
2022
Q3 		$254K Buy
2,094
+40
+2% +$6.13K 0.16% 86
2022
Q2 		$281K Buy
2,054
+2
+0.1% +$295 0.17% 81
2022
Q1 		$393K Sell
2,052
-486
-19% -$97.6K 0.2% 75
2021
Q4 		$511K Buy
2,538
+25
+1% +$5.28K 0.25% 67
2021
Q3 		$553K Buy
2,513
+126
+5% +$28.1K 0.31% 54
2021
Q2 		$572K Buy
2,387
+110
+5% +$26.6K 0.33% 56
2021
Q1 		$580K Buy
2,277
+380
+20% +$84.5K 0.37% 51
2020
Q4 		$403K Sell
1,897
-5
-0.3% -$961 0.28% 63
2020
Q3 		$310K Buy
1,902
+12
+0.6% +$2.04K 0.24% 70
2020
Q2 		$347K Buy
+1,890
New +$291K 0.3% 65

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Gray Wealth Management sold out of Boeing (BA) in Q3 2024, closing a stake of 1,641 shares — an estimated $299K sold.

Gray Wealth Management first reported a position in BA in Q2 2020 and held it in 17 quarters. The position peaked at $580K in Q1 2021. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Gray Wealth Management reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Gray Wealth Management sold 1,641 Boeing shares in Q3 2024, an estimated $299K.
  • Gray Wealth Management first reported a position in Boeing in Q2 2020 and held it in 17 quarters.
  • Gray Wealth Management's Boeing position peaked at $580K in Q1 2021.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Gray Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.