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Laidlaw Wealth Management’s Boeing BA Stock Holding History

Laidlaw 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
Q1 		– Sell
-3,599
Closed -$938K – 180
2023
Q4 		$938K Sell
3,599
-200
-5% -$42.8K 0.34% 86
2023
Q3 		$728K Sell
3,799
-678
-15% -$148K 0.24% 102
2023
Q2 		$945K Buy
4,477
+88
+2% +$18.3K 0.18% 127
2023
Q1 		$932K Buy
4,389
+113
+3% +$23.5K 0.19% 129
2022
Q4 		$815K Sell
4,276
-501
-10% -$81.9K 0.17% 145
2022
Q3 		$578K Sell
4,777
-16
-0.3% -$2.45K 0.14% 162
2022
Q2 		$655K Sell
4,793
-1,258
-21% -$186K 0.13% 167
2022
Q1 		$1.16M Sell
6,051
-363
-6% -$72.9K 0.19% 128
2021
Q4 		$1.29M Sell
6,414
-3,730
-37% -$788K 0.21% 124
2021
Q3 		$2.23M Buy
10,144
+208
+2% +$46.4K 0.57% 44
2021
Q2 		$2.38M Buy
9,936
+250
+3% +$60.4K 0.61% 43
2021
Q1 		$2.47M Buy
9,686
+1,877
+24% +$417K 0.84% 34
2020
Q4 		$1.67M Sell
7,809
-686
-8% -$132K 0.35% 76
2020
Q3 		$1.4M Sell
8,495
-695
-8% -$118K 0.62% 53
2020
Q2 		$1.69M Buy
9,190
+1,210
+15% +$186K 0.88% 32
2020
Q1 		$1.19M Buy
7,980
+959
+14% +$263K 0.78% 44
2019
Q4 		$2.29M Buy
+7,021
New +$2.49M 1.45% 8

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

Laidlaw Wealth Management's BA Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Boeing (BA) in Q1 2024, closing a stake of 3,599 shares — an estimated $938K sold.

Laidlaw Wealth Management first reported a position in BA in Q4 2019 and held it in 17 quarters. The position peaked at $2.47M in Q1 2021. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 3,599 Boeing shares in Q1 2024, an estimated $938K.
  • Laidlaw Wealth Management first reported a position in Boeing in Q4 2019 and held it in 17 quarters.
  • Laidlaw Wealth Management's Boeing position peaked at $2.47M in Q1 2021.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.