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Horizon Family Wealth’s Boeing BA Stock Holding History

Horizon Family 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
2024
Q1 		– Sell
-2,035
Closed -$530K – 77
2023
Q4 		$530K Buy
2,035
+35
+2% +$7.49K 0.45% 33
2023
Q3 		$383K Buy
2,000
+173
+9% +$37.9K 0.37% 36
2023
Q2 		$386K Buy
1,827
+103
+6% +$21.4K 0.37% 36
2023
Q1 		$366K Buy
1,724
+160
+10% +$33.2K 0.39% 38
2022
Q4 		$298K Sell
1,564
-715
-31% -$117K 0.34% 44
2022
Q3 		$276K Hold
2,279
– – 0.34% 42
2022
Q2 		$312K Sell
2,279
-39
-2% -$5.75K 0.36% 41
2022
Q1 		$444K Buy
+2,318
New +$465K 0.44% 39

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Family Wealth's BA Position: Q1 2024 in Review

Horizon Family Wealth sold out of Boeing (BA) in Q1 2024, closing a stake of 2,035 shares — an estimated $530K sold.

Horizon Family Wealth first reported a position in BA in Q1 2022 and held it in 8 quarters. The position peaked at $530K in Q4 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Horizon Family Wealth reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Horizon Family Wealth sold 2,035 Boeing shares in Q1 2024, an estimated $530K.
  • Horizon Family Wealth first reported a position in Boeing in Q1 2022 and held it in 8 quarters.
  • Horizon Family Wealth's Boeing position peaked at $530K in Q4 2023.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Horizon Family Wealth's 13F filing for Q1 2024, filed 9 May 2024.