LWP
BA icon

Lumature Wealth Partners’s Boeing BA Stock Holding History

Lumature Wealth Partners’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
Q2 		$10.6K Hold
50
– – 0.01% 310
2023
Q1 		$10.6K Buy
+50
New +$10.4K 0.01% 303

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lumature Wealth Partners's BA Position: Q2 2023 in Review

Lumature Wealth Partners held its Boeing (BA) position steady in Q2 2023 at 50 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #310.

Lumature Wealth Partners first reported a position in BA in Q1 2023 and has held it in 2 quarters since. The position peaked at $10.6K in Q1 2023. 2,229 funds tracked by Wall St. Rank hold BA as of Q2 2023.

  • Lumature Wealth Partners held 50 shares of Boeing worth $10.6K as of Q2 2023.
  • Lumature Wealth Partners left its Boeing share count unchanged in Q2 2023.
  • Boeing made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #310 holding.
  • Lumature Wealth Partners first reported a position in Boeing in Q1 2023 and has held it in 2 quarters since.
  • Lumature Wealth Partners's Boeing position peaked at $10.6K in Q1 2023.
  • 2,229 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.