Janiczek Wealth Management’s Boeing BA Stock Holding History

Janiczek 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
2024 Q2	$66.3K	Sell	364 -103	-22%	-$18.4K	0.01%	355
2024 Q1	$90.1K	Sell	467 -157	-25%	-$32.3K	0.02%	315
2023 Q4	$163K	Sell	624 -278	-31%	-$59.5K	0.04%	195
2023 Q3	$173K	Buy	902 +25	+3%	+$5.47K	0.05%	158
2023 Q2	$185K	Hold	877	–	–	0.05%	133
2023 Q1	$177K	Buy	877 +7	+0.8%	+$1.45K	0.05%	128
2022 Q4	$186K	Hold	870	–	–	0.05%	127
2022 Q3	$115K	Hold	870	–	–	0.04%	174
2022 Q2	$139K	Hold	870	–	–	0.04%	151
2022 Q1	$167K	Buy	870 +34	+4%	+$6.83K	0.05%	137
2021 Q4	$168K	Hold	836	–	–	0.05%	125
2021 Q3	$184K	Buy	836 +1	+0.1%	+$223	0.07%	97
2021 Q2	$200K	Hold	835	–	–	0.07%	83
2021 Q1	$213K	Buy	835 +2	+0.2%	+$445	0.09%	62
2020 Q4	$178K	Hold	833	–	–	0.09%	66
2020 Q3	$138K	Buy	833 +522	+168%	+$89K	0.07%	56
2020 Q2	$57K	Buy	+311	New	+$47.8K	0.03%	77

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

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

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

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

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

Janiczek Wealth Management's BA Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Boeing (BA) stake by 22% in Q2 2024, selling an estimated $18.4K and leaving 364 shares worth $66.3K. The position accounts for 0.01% of the portfolio, ranked #355.

Janiczek Wealth Management first reported a position in BA in Q2 2020 and has held it in 17 quarters since. The position peaked at $213K in Q1 2021. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

Janiczek Wealth Management held 364 shares of Boeing worth $66.3K as of Q2 2024.
Janiczek Wealth Management sold 103 Boeing shares in Q2 2024, an estimated $18.4K.
Boeing made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #355 holding.
Janiczek Wealth Management first reported a position in Boeing in Q2 2020 and has held it in 17 quarters since.
Janiczek Wealth Management's Boeing position peaked at $213K in Q1 2021.
2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.