JBA
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Johnson Bixby & Associates’s Boeing BA Stock Holding History

Johnson Bixby & Associates’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
Q1 		– Sell
-834
Closed -$217K – 116
2023
Q4 		$217K Buy
+834
New +$178K 0.04% 102
2021
Q4 		– Sell
-934
Closed -$205K – 85
2021
Q3 		$205K Hold
934
– – 0.06% 81
2021
Q2 		$205K Hold
934
– – 0.06% 81
2021
Q1 		$238K Buy
+934
New +$208K 0.08% 70

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Johnson Bixby & Associates's BA Position: Q1 2024 in Review

Johnson Bixby & Associates sold out of Boeing (BA) in Q1 2024, closing a stake of 834 shares — an estimated $217K sold.

Johnson Bixby & Associates first reported a position in BA in Q1 2021 and held it in 4 quarters. The position peaked at $238K in Q1 2021. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Johnson Bixby & Associates reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Johnson Bixby & Associates sold 834 Boeing shares in Q1 2024, an estimated $217K.
  • Johnson Bixby & Associates first reported a position in Boeing in Q1 2021 and held it in 4 quarters.
  • Johnson Bixby & Associates's Boeing position peaked at $238K in Q1 2021.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Johnson Bixby & Associates's 13F filing for Q1 2024, filed 22 Apr 2024.