Investment Management of Virginia’s Boeing BA Stock Holding History

Investment Management of Virginia’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
2023 Q1	$216K	Buy	+1,016	New	+$211K	0.04%	174
2022 Q1	–	Sell	-1,169	Closed	-$235K	–	182
2021 Q4	$235K	Buy	+1,169	New	+$247K	0.04%	174
2020 Q1	–	Sell	-3,124	Closed	-$1.02M	–	143
2019 Q4	$1.02M	Sell	3,124 -60	-2%	-$21.2K	0.23%	93
2019 Q3	$1.21M	Sell	3,184 -20	-0.6%	-$7.15K	0.3%	88
2019 Q2	$1.17M	Sell	3,204 -3,310	-51%	-$1.21M	0.28%	93
2019 Q1	$2.48M	Buy	6,514 +5,529	+561%	+$2.13M	0.29%	96
2018 Q4	$318K	Sell	985 -280	-22%	-$96.7K	0.08%	137
2018 Q3	$470K	Sell	1,265 -25	-2%	-$8.78K	0.1%	133
2018 Q2	$433K	Sell	1,290 -200	-13%	-$68.8K	0.1%	129
2018 Q1	$489K	Sell	1,490 -100	-6%	-$33.8K	0.11%	128
2017 Q4	$469K	Hold	1,590	–	–	0.11%	126
2017 Q3	$404K	Hold	1,590	–	–	0.09%	125
2017 Q2	$314K	Sell	1,590 -10	-0.6%	-$1.86K	0.08%	127
2017 Q1	$283K	Sell	1,600 -300	-16%	-$51.1K	0.07%	133
2016 Q4	$296K	Buy	+1,900	New	+$277K	0.07%	135

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Investment Management of Virginia's BA Position: Q1 2023 in Review

Investment Management of Virginia opened a new position in Boeing (BA) in Q1 2023: 1,016 shares worth $216K. The stake represents 0.04% of the portfolio and ranks #174 among its holdings. This is a return to the name: Investment Management of Virginia previously reported a position in BA as recently as Q4 2021.

Investment Management of Virginia first reported a position in BA in Q4 2016 and has held it in 15 quarters since. The position peaked at $2.48M in Q1 2019. 2,192 funds tracked by Wall St. Rank hold BA as of Q1 2023.

Investment Management of Virginia held 1,016 shares of Boeing worth $216K as of Q1 2023.
Boeing was a new Investment Management of Virginia position in Q1 2023.
Boeing made up 0.04% of Investment Management of Virginia's portfolio in Q1 2023, its #174 holding.
Investment Management of Virginia first reported a position in Boeing in Q4 2016 and has held it in 15 quarters since.
Investment Management of Virginia's Boeing position peaked at $2.48M in Q1 2019.
2,192 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.