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Horst & Graben Wealth Management’s Boeing BA Stock Holding History

Horst & Graben 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
2024
Q1 		– Sell
-804
Closed -$209K – 145
2023
Q4 		$209K Buy
+804
New +$172K 0.05% 131
2021
Q4 		– Sell
-1,973
Closed -$434K – 134
2021
Q3 		$434K Hold
1,973
– – 0.12% 87
2021
Q2 		$473K Hold
1,973
– – 0.13% 80
2021
Q1 		$503K Buy
1,973
+1,012
+105% +$225K 0.16% 79
2020
Q4 		$206K Buy
+961
New +$185K 0.07% 109

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

Horst & Graben Wealth Management's BA Position: Q1 2024 in Review

Horst & Graben Wealth Management sold out of Boeing (BA) in Q1 2024, closing a stake of 804 shares — an estimated $209K sold.

Horst & Graben Wealth Management first reported a position in BA in Q4 2020 and held it in 5 quarters. The position peaked at $503K in Q1 2021. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Horst & Graben Wealth Management reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 804 Boeing shares in Q1 2024, an estimated $209K.
  • Horst & Graben Wealth Management first reported a position in Boeing in Q4 2020 and held it in 5 quarters.
  • Horst & Graben Wealth Management's Boeing position peaked at $503K in Q1 2021.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.