Halpern Financial’s Boeing BA Stock Holding History

Halpern 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 Q3	$7.34K	Hold	48	–	–	﹤0.01%	172
2024 Q2	$8.74K	Hold	48	–	–	﹤0.01%	161
2024 Q1	$8.88K	Buy	+48	New	+$9.86K	﹤0.01%	164
2023 Q2	–	Sell	-60	Closed	-$12.7K	–	252
2023 Q1	$12.7K	Sell	60 -68	-53%	-$14.1K	﹤0.01%	126
2022 Q4	$24.4K	Sell	128 -8	-6%	-$1.31K	0.01%	108
2022 Q3	$16.5K	Buy	136 +69	+103%	+$10.6K	0.01%	124
2022 Q2	$9.16K	Buy	+67	New	+$9.88K	﹤0.01%	169
2022 Q1	–	Sell	-50	Closed	-$10.1K	–	229
2021 Q4	$10.1K	Buy	+50	New	+$10.6K	﹤0.01%	183
2021 Q2	–	Sell	-120	Closed	-$30.6K	–	245
2021 Q1	$30.6K	Sell	120 -10	-8%	-$2.22K	0.01%	74
2020 Q4	$27.8K	Hold	130	–	–	0.01%	70
2020 Q3	$21.5K	Buy	130 +10	+8%	+$1.7K	0.01%	72
2020 Q2	$22K	Buy	120 +70	+140%	+$10.8K	0.01%	71
2020 Q1	$7.46K	Hold	50	–	–	0.01%	100
2019 Q4	$16.3K	Buy	+50	New	+$17.7K	0.01%	91

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

Halpern Financial's BA Position: Q3 2024 in Review

Halpern Financial held its Boeing (BA) position steady in Q3 2024 at 48 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Halpern Financial first reported a position in BA in Q4 2019 and has held it in 14 quarters since. The position peaked at $30.6K in Q1 2021. 1,957 funds tracked by Wall St. Rank hold BA as of Q3 2024.

Halpern Financial held 48 shares of Boeing worth $7.34K as of Q3 2024.
Halpern Financial left its Boeing share count unchanged in Q3 2024.
Boeing made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #172 holding.
Halpern Financial first reported a position in Boeing in Q4 2019 and has held it in 14 quarters since.
Halpern Financial's Boeing position peaked at $30.6K in Q1 2021.
1,957 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.