Guardian Asset Advisors’s Boeing BA Stock Holding History

Guardian Asset Advisors’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	-2,693	Closed	-$520K	–	98
2024 Q1	$520K	Sell	2,693 -159	-6%	-$32.7K	0.43%	49
2023 Q4	$743K	Buy	+2,852	New	+$610K	0.7%	31

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

Guardian Asset Advisors's BA Position: Q2 2024 in Review

Guardian Asset Advisors sold out of Boeing (BA) in Q2 2024, closing a stake of 2,693 shares — an estimated $520K sold.

Guardian Asset Advisors first reported a position in BA in Q4 2023 and held it in 2 quarters. The position peaked at $743K in Q4 2023. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

Guardian Asset Advisors reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
Guardian Asset Advisors sold 2,693 Boeing shares in Q2 2024, an estimated $520K.
Guardian Asset Advisors first reported a position in Boeing in Q4 2023 and held it in 2 quarters.
Guardian Asset Advisors's Boeing position peaked at $743K in Q4 2023.
2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Guardian Asset Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.