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HFR Wealth Management’s Boeing BA Stock Holding History

HFR Wealth Management’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
Q2 		– Sell
-1,307
Closed -$278K – 56
2023
Q1 		$278K Sell
1,307
-120
-8% -$24.9K 0.08% 51
2022
Q4 		$272K Buy
+1,427
New +$233K 0.08% 51

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFR Wealth Management's BA Position: Q2 2023 in Review

HFR Wealth Management sold out of Boeing (BA) in Q2 2023, closing a stake of 1,307 shares — an estimated $278K sold.

HFR Wealth Management first reported a position in BA in Q4 2022 and held it in 2 quarters. The position peaked at $278K in Q1 2023. 2,227 funds tracked by Wall St. Rank hold BA as of Q2 2023.

  • HFR Wealth Management reported no remaining Boeing position as of Q2 2023 after selling out during the quarter.
  • HFR Wealth Management sold 1,307 Boeing shares in Q2 2023, an estimated $278K.
  • HFR Wealth Management first reported a position in Boeing in Q4 2022 and held it in 2 quarters.
  • HFR Wealth Management's Boeing position peaked at $278K in Q1 2023.
  • 2,227 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on HFR Wealth Management's 13F filing for Q2 2023, filed 7 Aug 2023.