Holland Advisory Services’s Boeing BA Stock Holding History

Holland Advisory Services’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	-1,204	Closed	-$232K	–	42
2024 Q1	$232K	Buy	1,204 +152	+14%	+$31.2K	0.25%	39
2023 Q4	$274K	Hold	1,052	–	–	0.31%	31
2023 Q3	$202K	Hold	1,052	–	–	0.26%	36
2023 Q2	$222K	Hold	1,052	–	–	0.28%	27
2023 Q1	$224K	Hold	1,052	–	–	0.26%	29
2022 Q4	$200K	Buy	+1,052	New	+$172K	0.24%	29

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

Holland Advisory Services's BA Position: Q2 2024 in Review

Holland Advisory Services sold out of Boeing (BA) in Q2 2024, closing a stake of 1,204 shares — an estimated $232K sold.

Holland Advisory Services first reported a position in BA in Q4 2022 and held it in 6 quarters. The position peaked at $274K in Q4 2023. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

Holland Advisory Services reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
Holland Advisory Services sold 1,204 Boeing shares in Q2 2024, an estimated $232K.
Holland Advisory Services first reported a position in Boeing in Q4 2022 and held it in 6 quarters.
Holland Advisory Services's Boeing position peaked at $274K in Q4 2023.
2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Holland Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.