ICA Group Wealth Management’s Boeing BA Stock Holding History

ICA Group 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 Q2	$17.7K	Sell	97 -1,948	-95%	-$347K	0.01%	379
2024 Q1	$395K	Sell	2,045 -555	-21%	-$114K	0.08%	192
2023 Q4	$678K	Buy	2,600 +319	+14%	+$68.2K	0.15%	128
2023 Q3	$437K	Sell	2,281 -75	-3%	-$16.4K	0.12%	145
2023 Q2	$497K	Sell	2,356 -4,223	-64%	-$877K	0.12%	134
2023 Q1	$1.4M	Sell	6,579 -45	-0.7%	-$9.35K	0.33%	71
2022 Q4	$1.26M	Sell	6,624 -1,849	-22%	-$302K	0.3%	84
2022 Q3	$1.03M	Buy	8,473 +32	+0.4%	+$4.91K	0.22%	110
2022 Q2	$1.38M	Sell	8,441 -223	-3%	-$32.9K	0.26%	92
2022 Q1	$1.21M	Buy	+8,664	New	+$1.74M	0.23%	102

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

ICA Group Wealth Management's BA Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Boeing (BA) stake by 95% in Q2 2024, selling an estimated $347K and leaving 97 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #379.

ICA Group Wealth Management first reported a position in BA in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.4M in Q1 2023. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

ICA Group Wealth Management held 97 shares of Boeing worth $17.7K as of Q2 2024.
ICA Group Wealth Management sold 1,948 Boeing shares in Q2 2024, an estimated $347K.
Boeing made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #379 holding.
ICA Group Wealth Management first reported a position in Boeing in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Boeing position peaked at $1.4M in Q1 2023.
2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.