LWM Advisory Services’s Boeing BA Stock Holding History

LWM Advisory Services’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 Q1	–	Sell	-1,366	Closed	-$260K	–	80
2022 Q4	$260K	Sell	1,366 -2,628	-66%	-$430K	0.29%	64
2022 Q3	$484K	Buy	3,994 +1,099	+38%	+$169K	0.55%	55
2022 Q2	$396K	Buy	2,895 +1,779	+159%	+$262K	0.47%	65
2022 Q1	$214K	Buy	+1,116	New	+$224K	0.27%	107

Other funds holding BA

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LWM Advisory Services's BA Position: Q1 2023 in Review

LWM Advisory Services sold out of Boeing (BA) in Q1 2023, closing a stake of 1,366 shares — an estimated $260K sold.

LWM Advisory Services first reported a position in BA in Q1 2022 and held it in 4 quarters. The position peaked at $484K in Q3 2022. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

LWM Advisory Services reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
LWM Advisory Services sold 1,366 Boeing shares in Q1 2023, an estimated $260K.
LWM Advisory Services first reported a position in Boeing in Q1 2022 and held it in 4 quarters.
LWM Advisory Services's Boeing position peaked at $484K in Q3 2022.
2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on LWM Advisory Services's 13F filing for Q1 2023, filed 3 May 2023.