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Jackson Grant Investment Advisers’s Boeing BA Stock Holding History

Jackson Grant Investment Advisers’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
-14
Closed -$2.7K – 397
2024
Q1 		$2.7K Hold
14
– – ﹤0.01% 342
2023
Q4 		$3.65K Hold
14
– – ﹤0.01% 316
2023
Q3 		$2.68K Hold
14
– – ﹤0.01% 330
2023
Q2 		$2.96K Hold
14
– – ﹤0.01% 337
2023
Q1 		$2.97K Buy
+14
New +$2.91K ﹤0.01% 363
2021
Q1 		– Sell
-700
Closed -$150K – 368
2020
Q4 		$150K Buy
+700
New +$135K 0.08% 109
2020
Q1 		– Sell
-241
Closed -$79K – 217
2019
Q4 		$79K Buy
241
+1
+0.4% +$354 0.04% 129
2019
Q3 		$91K Buy
240
+1
+0.4% +$357 0.05% 124
2019
Q2 		$87K Buy
239
+1
+0.4% +$365 0.05% 123
2019
Q1 		$91K Buy
238
+1
+0.4% +$385 0.05% 118
2018
Q4 		$76K Buy
237
+59
+33% +$20.4K 0.05% 124
2018
Q3 		$66K Buy
178
+1
+0.6% +$351 0.04% 134
2018
Q2 		$59K Buy
177
+1
+0.6% +$344 0.04% 140
2018
Q1 		$58K Hold
176
– – 0.04% 137
2017
Q4 		$52K Sell
176
-659
-79% -$178K 0.04% 140
2017
Q3 		$212K Buy
835
+1
+0.1% +$233 0.15% 72
2017
Q2 		$165K Buy
834
+2
+0.2% +$372 0.13% 79
2017
Q1 		$147K Buy
832
+1
+0.1% +$170 0.12% 79
2016
Q4 		$129K Buy
831
+1
+0.1% +$146 0.11% 79
2016
Q3 		$109K Buy
830
+461
+125% +$60.7K 0.09% 80
2016
Q2 		$48K Buy
369
+3
+0.8% +$391 0.04% 109
2016
Q1 		$46K Hold
366
– – 0.04% 106
2015
Q4 		$53K Buy
+366
New +$52.7K 0.05% 104

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

Jackson Grant Investment Advisers's BA Position: Q2 2024 in Review

Jackson Grant Investment Advisers sold out of Boeing (BA) in Q2 2024, closing a stake of 14 shares — an estimated $2.7K sold.

Jackson Grant Investment Advisers first reported a position in BA in Q4 2015 and held it in 23 quarters. The position peaked at $212K in Q3 2017. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

  • Jackson Grant Investment Advisers reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 14 Boeing shares in Q2 2024, an estimated $2.7K.
  • Jackson Grant Investment Advisers first reported a position in Boeing in Q4 2015 and held it in 23 quarters.
  • Jackson Grant Investment Advisers's Boeing position peaked at $212K in Q3 2017.
  • 2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2024, filed 16 Jul 2024.