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 $5.7T 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 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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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