Levy Wealth Management Group’s Boeing BA Stock Holding History

Levy Wealth Management Group’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 Q2	$509K	Sell	2,794 -275	-9%	-$49K	0.13%	59
2024 Q1	$800K	Hold	3,069	–	–	0.22%	45
2023 Q4	$800K	Hold	3,069	–	–	0.22%	45
2023 Q3	$588K	Hold	3,069	–	–	0.18%	48
2023 Q2	$648K	Hold	3,069	–	–	0.19%	48
2023 Q1	$652K	Sell	3,069 -31	-1%	-$6.44K	0.2%	46
2022 Q4	$591K	Sell	3,100 -30	-1%	-$4.91K	0.2%	46
2022 Q3	$379K	Buy	3,130 +319	+11%	+$48.9K	0.16%	45
2022 Q2	$384K	Hold	2,811	–	–	0.18%	47
2022 Q1	$538K	Hold	2,811	–	–	0.22%	38
2021 Q4	$566K	Hold	2,811	–	–	0.26%	37
2021 Q3	$618K	Hold	2,811	–	–	0.34%	33
2021 Q2	$673K	Buy	2,811 +1,388	+98%	+$336K	0.39%	33
2021 Q1	$362K	Buy	+1,423	New	+$316K	0.24%	38

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Levy Wealth Management Group's BA Position: Q2 2024 in Review

Levy Wealth Management Group reduced its Boeing (BA) stake by 9% in Q2 2024, selling an estimated $49K and leaving 2,794 shares worth $509K. The position accounts for 0.13% of the portfolio, ranked #59.

Levy Wealth Management Group first reported a position in BA in Q1 2021 and has held it in 14 quarters since. The position peaked at $800K in Q1 2024. 2,076 funds tracked by Wall St. Rank hold BA as of Q2 2024.

Levy Wealth Management Group held 2,794 shares of Boeing worth $509K as of Q2 2024.
Levy Wealth Management Group sold 275 Boeing shares in Q2 2024, an estimated $49K.
Boeing made up 0.13% of Levy Wealth Management Group's portfolio in Q2 2024, its #59 holding.
Levy Wealth Management Group first reported a position in Boeing in Q1 2021 and has held it in 14 quarters since.
Levy Wealth Management Group's Boeing position peaked at $800K in Q1 2024.
2,076 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.