Legacy Edge Advisors’s Boeing BA Stock Holding History

Legacy Edge Advisors’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	-1,199	Closed	-$313K	–	166
2023 Q4	$313K	Buy	+1,199	New	+$256K	0.07%	123

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Edge Advisors's BA Position: Q1 2024 in Review

Legacy Edge Advisors sold out of Boeing (BA) in Q1 2024, closing a stake of 1,199 shares — an estimated $313K sold.

Legacy Edge Advisors first reported a position in BA in Q4 2023 and held it in 1 quarter. The position peaked at $313K in Q4 2023. 2,197 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Legacy Edge Advisors reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Legacy Edge Advisors sold 1,199 Boeing shares in Q1 2024, an estimated $313K.
Legacy Edge Advisors first reported a position in Boeing in Q4 2023 and held it in 1 quarter.
Legacy Edge Advisors's Boeing position peaked at $313K in Q4 2023.
2,197 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Legacy Edge Advisors's 13F filing for Q1 2024, filed 17 Aug 2026.