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Hamilton Wealth’s Boeing BA Stock Holding History

Hamilton Wealth’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
2023
Q4 		– Sell
-1,858
Closed -$356K – 95
2023
Q3 		$356K Buy
1,858
+122
+7% +$26.7K 0.13% 62
2023
Q2 		$367K Buy
1,736
+7
+0.4% +$1.45K 0.13% 62
2023
Q1 		$367K Buy
1,729
+88
+5% +$18.3K 0.13% 60
2022
Q4 		$313K Buy
+1,641
New +$268K 0.13% 60
2022
Q2 		– Sell
-24,481
Closed -$4.69M – 75
2022
Q1 		$4.69M Buy
24,481
+1,818
+8% +$365K 2.04% 17
2021
Q4 		$4.56M Sell
22,663
-964
-4% -$204K 2.04% 14
2021
Q3 		$5.2M Sell
23,627
-13,371
-36% -$2.98M 2.39% 14
2021
Q2 		$8.86M Buy
36,998
+790
+2% +$191K 4.14% 13
2021
Q1 		$9.22M Buy
36,208
+5,851
+19% +$1.3M 4.48% 9
2020
Q4 		$6.5M Buy
30,357
+12,311
+68% +$2.37M 3.33% 12
2020
Q3 		$2.98M Buy
+18,046
New +$3.08M 1.67% 22

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Hamilton Wealth's BA Position: Q4 2023 in Review

Hamilton Wealth sold out of Boeing (BA) in Q4 2023, closing a stake of 1,858 shares — an estimated $356K sold.

Hamilton Wealth first reported a position in BA in Q3 2020 and held it in 11 quarters. The position peaked at $9.22M in Q1 2021. 2,484 funds tracked by Wall St. Rank hold BA as of Q4 2023.

  • Hamilton Wealth reported no remaining Boeing position as of Q4 2023 after selling out during the quarter.
  • Hamilton Wealth sold 1,858 Boeing shares in Q4 2023, an estimated $356K.
  • Hamilton Wealth first reported a position in Boeing in Q3 2020 and held it in 11 quarters.
  • Hamilton Wealth's Boeing position peaked at $9.22M in Q1 2021.
  • 2,484 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Hamilton Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.