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Kelly Financial Services’s Boeing BA Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-364
Closed -$66.3K – 165
2024
Q2 		$66.3K Sell
364
-15
-4% -$2.67K 0.02% 199
2024
Q1 		$73.2K Hold
379
– – 0.03% 179
2023
Q4 		$98.9K Hold
379
– – 0.04% 140
2023
Q3 		$72.7K Hold
379
– – 0.03% 149
2023
Q2 		$80.1K Hold
379
– – 0.04% 145
2023
Q1 		$80.6K Hold
379
– – 0.04% 137
2022
Q4 		$72.3K Hold
379
– – 0.04% 141
2022
Q3 		$45.9K Hold
379
– – 0.03% 160
2022
Q2 		$51.9K Sell
379
-9
-2% -$1.33K 0.03% 156
2022
Q1 		$74.4K Sell
388
-75
-16% -$15.1K 0.03% 138
2021
Q4 		$93.3K Hold
463
– – 0.04% 130
2021
Q3 		$102K Sell
463
-128,509
-100% -$28.7M 0.06% 107
2021
Q2 		$538K Buy
128,972
+128,434
+23,872% +$31.1M 0.02% 169
2021
Q1 		$137K Sell
538
-301
-36% -$66.9K 0.09% 64
2020
Q4 		$180K Buy
839
+297
+55% +$57.1K 0.12% 45
2020
Q3 		$89.6K Sell
542
-6
-1% -$1.02K 0.06% 62
2020
Q2 		$101K Buy
548
+132
+32% +$20.3K 0.08% 53
2020
Q1 		$62.1K Buy
416
+28
+7% +$7.67K 0.08% 62
2019
Q4 		$126K Hold
388
– – 0.1% 42
2019
Q3 		$148K Sell
388
-200
-34% -$71.5K 0.13% 34
2019
Q2 		$214K Buy
588
+100
+20% +$36.5K 0.19% 25
2019
Q1 		$186K Buy
+488
New +$188K 0.21% 27

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kelly Financial Services's BA Position: Q3 2024 in Review

Kelly Financial Services sold out of Boeing (BA) in Q3 2024, closing a stake of 364 shares — an estimated $66.3K sold.

Kelly Financial Services first reported a position in BA in Q1 2019 and held it in 22 quarters. The position peaked at $538K in Q2 2021. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Kelly Financial Services reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 364 Boeing shares in Q3 2024, an estimated $66.3K.
  • Kelly Financial Services first reported a position in Boeing in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Boeing position peaked at $538K in Q2 2021.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.