Liberty One Investment Management’s Boeing BA Stock Holding History

Liberty One Investment 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 Q4	–	Sell	-13	Closed	-$1.98K	–	152
2024 Q3	$1.98K	Sell	13 -55	-81%	-$9.43K	﹤0.01%	178
2024 Q2	$12K	Sell	68 -2	-3%	-$356	﹤0.01%	178
2024 Q1	$13.5K	Buy	70 +3	+4%	+$616	﹤0.01%	180
2023 Q4	$17.5K	Buy	67 +27	+68%	+$5.77K	﹤0.01%	149
2023 Q3	$7.67K	Buy	40 +5	+14%	+$1.09K	﹤0.01%	143
2023 Q2	$7.39K	Hold	35	–	–	﹤0.01%	151
2023 Q1	$7.43K	Buy	+35	New	+$7.27K	﹤0.01%	150
2022 Q2	–	Sell	-7	Closed	-$1K	–	137
2022 Q1	$1K	Buy	+7	New	+$1.41K	﹤0.01%	150

Other funds holding BA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Liberty One Investment Management's BA Position: Q4 2024 in Review

Liberty One Investment Management sold out of Boeing (BA) in Q4 2024, closing a stake of 13 shares — an estimated $1.98K sold.

Liberty One Investment Management first reported a position in BA in Q1 2022 and held it in 8 quarters. The position peaked at $17.5K in Q4 2023. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

Liberty One Investment Management reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
Liberty One Investment Management sold 13 Boeing shares in Q4 2024, an estimated $1.98K.
Liberty One Investment Management first reported a position in Boeing in Q1 2022 and held it in 8 quarters.
Liberty One Investment Management's Boeing position peaked at $17.5K in Q4 2023.
2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Liberty One Investment Management's 13F filing for Q4 2024, filed 16 Jan 2025.