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Heritage Wealth Partners’s Boeing BA Stock Holding History

Heritage Wealth Partners’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
-1,160
Closed -$302K – 59
2024
Q1 		$302K Hold
1,160
– – 0.62% 28
2023
Q4 		$302K Hold
1,160
– – 0.62% 28
2023
Q3 		$222K Buy
1,160
+7
+0.6% +$1.53K 0.47% 36
2023
Q2 		$244K Buy
+1,153
New +$240K 0.14% 63
2023
Q1 		– Sell
-1,212
Closed -$215K – 33
2022
Q4 		$215K Buy
+1,212
New +$198K 0.2% 43

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Wealth Partners's BA Position: Q2 2024 in Review

Heritage Wealth Partners sold out of Boeing (BA) in Q2 2024, closing a stake of 1,160 shares — an estimated $302K sold.

Heritage Wealth Partners first reported a position in BA in Q4 2022 and held it in 5 quarters. The position peaked at $302K in Q1 2024. 2,076 funds tracked by Wall St. Rank hold BA as of Q2 2024.

  • Heritage Wealth Partners reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Partners sold 1,160 Boeing shares in Q2 2024, an estimated $302K.
  • Heritage Wealth Partners first reported a position in Boeing in Q4 2022 and held it in 5 quarters.
  • Heritage Wealth Partners's Boeing position peaked at $302K in Q1 2024.
  • 2,076 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Heritage Wealth Partners's 13F filing for Q2 2024, filed 5 Jul 2024.