Kapitalo Investimentos’s Boeing BA Stock Holding History

Kapitalo Investimentos’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	–	Sell	-921	Closed	-$177K	–	543
2023 Q3	$177K	Buy	+921	New	+$202K	0.02%	315

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

Kapitalo Investimentos's BA Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Boeing (BA) in Q4 2023, closing a stake of 921 shares — an estimated $177K sold.

Kapitalo Investimentos first reported a position in BA in Q3 2023 and held it in 1 quarter. The position peaked at $177K in Q3 2023. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

Kapitalo Investimentos reported no remaining Boeing position as of Q4 2023 after selling out during the quarter.
Kapitalo Investimentos sold 921 Boeing shares in Q4 2023, an estimated $177K.
Kapitalo Investimentos first reported a position in Boeing in Q3 2023 and held it in 1 quarter.
Kapitalo Investimentos's Boeing position peaked at $177K in Q3 2023.
2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.