Independent Family Office’s Boeing BA Stock Holding History

Independent Family Office’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	-1,000	Closed	-$261K	–	75
2023 Q4	$261K	Buy	+1,000	New	+$214K	0.15%	60
2023 Q3	–	Sell	-1,000	Closed	-$211K	–	69
2023 Q2	$211K	Hold	1,000	–	–	0.13%	65
2023 Q1	$212K	Buy	+1,000	New	+$208K	0.12%	67
2022 Q2	–	Sell	-1,600	Closed	-$306K	–	67
2022 Q1	$306K	Hold	1,600	–	–	0.1%	57
2021 Q4	$322K	Buy	1,600 +200	+14%	+$42.3K	0.12%	44
2021 Q3	$308K	Hold	1,400	–	–	0.13%	39
2021 Q2	$335K	Sell	1,400 -55	-4%	-$13.3K	0.13%	41
2021 Q1	$357K	Buy	1,455 +55	+4%	+$12.2K	0.14%	46
2020 Q4	$300K	Hold	1,400	–	–	0.13%	50
2020 Q3	$231K	Hold	1,400	–	–	0.11%	54
2020 Q2	$257K	Hold	1,400	–	–	0.13%	53
2020 Q1	$209K	Hold	1,400	–	–	0.13%	52
2019 Q4	$456K	Buy	+1,400	New	+$496K	0.29%	32

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Family Office's BA Position: Q1 2024 in Review

Independent Family Office sold out of Boeing (BA) in Q1 2024, closing a stake of 1,000 shares — an estimated $261K sold.

Independent Family Office first reported a position in BA in Q4 2019 and held it in 13 quarters. The position peaked at $456K in Q4 2019. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Independent Family Office reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Independent Family Office sold 1,000 Boeing shares in Q1 2024, an estimated $261K.
Independent Family Office first reported a position in Boeing in Q4 2019 and held it in 13 quarters.
Independent Family Office's Boeing position peaked at $456K in Q4 2019.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Independent Family Office's 13F filing for Q1 2024, filed 29 Apr 2024.