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Joseph P. Lucia & Associates’s Boeing BA Stock Holding History

Joseph P. Lucia & 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
-782
Closed -$204K – 123
2023
Q4 		$204K Buy
+782
New +$167K 0.13% 112
2023
Q2 		– Sell
-1,683
Closed -$357K – 118
2023
Q1 		$357K Buy
1,683
+10
+0.6% +$2.08K 0.25% 81
2022
Q4 		$319K Buy
+1,673
New +$274K 0.24% 85
2022
Q3 		– Sell
-1,168
Closed -$160K – 127
2022
Q2 		$160K Sell
1,168
-177
-13% -$26.1K 0.11% 116
2022
Q1 		$258K Hold
1,345
– – 0.16% 99
2021
Q4 		$271K Hold
1,345
– – 0.17% 102
2021
Q3 		$296K Hold
1,345
– – 0.18% 104
2021
Q2 		$322K Buy
1,345
+900
+202% +$218K 0.19% 99
2021
Q1 		$113K Sell
445
-30
-6% -$6.67K 0.05% 149
2020
Q4 		$102K Buy
+475
New +$91.3K 0.07% 148
2020
Q3 		– Sell
-663
Closed -$122K – 111
2020
Q2 		$122K Buy
663
+275
+71% +$42.3K 0.11% 118
2020
Q1 		$58K Buy
388
+195
+101% +$53.4K 0.06% 153
2019
Q4 		$63K Sell
193
-25
-11% -$8.85K 0.06% 155
2019
Q3 		$83K Hold
218
– – 0.09% 135
2019
Q2 		$79K Sell
218
-81,427
-100% -$29.7M 0.08% 135
2019
Q1 		$218 Buy
+81,645
New +$31.4M 0.02% 214

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

Joseph P. Lucia & Associates's BA Position: Q1 2024 in Review

Joseph P. Lucia & Associates sold out of Boeing (BA) in Q1 2024, closing a stake of 782 shares — an estimated $204K sold.

Joseph P. Lucia & Associates first reported a position in BA in Q1 2019 and held it in 16 quarters. The position peaked at $357K in Q1 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Joseph P. Lucia & Associates reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 782 Boeing shares in Q1 2024, an estimated $204K.
  • Joseph P. Lucia & Associates first reported a position in Boeing in Q1 2019 and held it in 16 quarters.
  • Joseph P. Lucia & Associates's Boeing position peaked at $357K in Q1 2023.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2024, filed 3 May 2024.