LifePro Asset Management’s Boeing BA Stock Holding History

LifePro Asset 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
2023 Q4	–	Sell	-3,342	Closed	-$641K	–	106
2023 Q3	$641K	Buy	3,342 +98	+3%	+$21.4K	0.53%	48
2023 Q2	$685K	Buy	3,244 +179	+6%	+$37.2K	0.53%	46
2023 Q1	$584K	Hold	3,065	–	–	0.42%	58
2022 Q4	$584K	Buy	+3,065	New	+$501K	0.43%	57

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

LifePro Asset Management's BA Position: Q4 2023 in Review

LifePro Asset Management sold out of Boeing (BA) in Q4 2023, closing a stake of 3,342 shares — an estimated $641K sold.

LifePro Asset Management first reported a position in BA in Q4 2022 and held it in 4 quarters. The position peaked at $685K in Q2 2023. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

LifePro Asset Management reported no remaining Boeing position as of Q4 2023 after selling out during the quarter.
LifePro Asset Management sold 3,342 Boeing shares in Q4 2023, an estimated $641K.
LifePro Asset Management first reported a position in Boeing in Q4 2022 and held it in 4 quarters.
LifePro Asset Management's Boeing position peaked at $685K in Q2 2023.
2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on LifePro Asset Management's 13F filing for Q4 2023, filed 15 Feb 2024.