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Gries Financial’s Boeing BA Stock Holding History

Gries Financial’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
-1,175
Closed -$227K – 248
2024
Q1 		$227K Buy
1,175
+217
+23% +$44.6K 0.04% 249
2023
Q4 		$250K Sell
958
-673
-41% -$144K 0.05% 183
2023
Q3 		$313K Buy
+1,631
New +$357K 0.08% 149
2022
Q2 		– Sell
-1,071
Closed -$205K – 125
2022
Q1 		$205K Buy
1,071
+5
+0.5% +$1K 0.08% 148
2021
Q4 		$215K Sell
1,066
-119
-10% -$25.1K 0.09% 149
2021
Q3 		$261K Buy
+1,185
New +$264K 0.08% 143

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Gries Financial's BA Position: Q2 2024 in Review

Gries Financial sold out of Boeing (BA) in Q2 2024, closing a stake of 1,175 shares — an estimated $227K sold.

Gries Financial first reported a position in BA in Q3 2021 and held it in 6 quarters. The position peaked at $313K in Q3 2023. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

  • Gries Financial reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
  • Gries Financial sold 1,175 Boeing shares in Q2 2024, an estimated $227K.
  • Gries Financial first reported a position in Boeing in Q3 2021 and held it in 6 quarters.
  • Gries Financial's Boeing position peaked at $313K in Q3 2023.
  • 2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Gries Financial's 13F filing for Q2 2024, filed 2 Aug 2024.