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Insight Advisors’s Boeing BA Stock Holding History

Insight Advisors’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
-1,139
Closed -$220K – 292
2024
Q1 		$220K Sell
1,139
-2,442
-68% -$502K 0.04% 274
2023
Q4 		$933K Sell
3,581
-718
-17% -$154K 0.2% 87
2023
Q3 		$824K Buy
4,299
+406
+10% +$88.8K 0.19% 94
2023
Q2 		$822K Sell
3,893
-14
-0.4% -$2.91K 0.18% 94
2023
Q1 		$830K Buy
3,907
+699
+22% +$145K 0.19% 85
2022
Q4 		$624K Buy
3,208
+519
+19% +$84.9K 0.22% 122
2022
Q3 		$326K Sell
2,689
-1,197
-31% -$184K 0.13% 200
2022
Q2 		$573K Buy
3,886
+1,152
+42% +$170K 0.19% 131
2022
Q1 		$524K Sell
2,734
-434
-14% -$87.1K 0.16% 166
2021
Q4 		$638K Buy
3,168
+1,814
+134% +$383K 0.19% 130
2021
Q3 		$288K Sell
1,354
-99
-7% -$22.1K 0.09% 250
2021
Q2 		$327K Sell
1,453
-1,491
-51% -$360K 0.1% 232
2021
Q1 		$690K Buy
2,944
+995
+51% +$221K 0.22% 121
2020
Q4 		$417K Buy
+1,949
New +$375K 0.16% 169

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insight Advisors's BA Position: Q2 2024 in Review

Insight Advisors sold out of Boeing (BA) in Q2 2024, closing a stake of 1,139 shares — an estimated $220K sold.

Insight Advisors first reported a position in BA in Q4 2020 and held it in 14 quarters. The position peaked at $933K in Q4 2023. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

  • Insight Advisors reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
  • Insight Advisors sold 1,139 Boeing shares in Q2 2024, an estimated $220K.
  • Insight Advisors first reported a position in Boeing in Q4 2020 and held it in 14 quarters.
  • Insight Advisors's Boeing position peaked at $933K in Q4 2023.
  • 2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Insight Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.