J. Arnold Wealth Management’s Boeing BA Stock Holding History

J. Arnold 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
2023 Q4	$479K	Hold	1,839	–	–	0.16%	24
2023 Q3	$353K	Sell	1,839 -350	-16%	-$76.6K	0.14%	26
2023 Q2	$462K	Sell	2,189 -178	-8%	-$37K	0.2%	13
2023 Q1	$503K	Hold	2,367	–	–	0.25%	21
2022 Q4	$451K	Hold	2,367	–	–	0.22%	26
2022 Q3	$287K	Hold	2,367	–	–	0.16%	26
2022 Q2	$324K	Sell	2,367 -100	-4%	-$14.8K	0.25%	18
2022 Q1	$472K	Buy	2,467 +141	+6%	+$28.3K	0.25%	20
2021 Q4	$468K	Sell	2,326 -2,564	-52%	-$542K	0.21%	24
2021 Q3	$1.08M	Hold	4,890	–	–	0.52%	19
2021 Q2	$1.17M	Buy	4,890 +2,940	+151%	+$711K	0.57%	16
2021 Q1	$496K	Buy	+1,950	New	+$433K	0.27%	29

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

J. Arnold Wealth Management's BA Position: Q4 2023 in Review

J. Arnold Wealth Management held its Boeing (BA) position steady in Q4 2023 at 1,839 shares worth $479K. The position accounts for 0.16% of the portfolio, ranked #24.

J. Arnold Wealth Management first reported a position in BA in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.17M in Q2 2021. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

J. Arnold Wealth Management held 1,839 shares of Boeing worth $479K as of Q4 2023.
J. Arnold Wealth Management left its Boeing share count unchanged in Q4 2023.
Boeing made up 0.16% of J. Arnold Wealth Management's portfolio in Q4 2023, its #24 holding.
J. Arnold Wealth Management first reported a position in Boeing in Q1 2021 and has held it in 12 quarters since.
J. Arnold Wealth Management's Boeing position peaked at $1.17M in Q2 2021.
2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.