LWMG LLC’s Boeing BA Stock Holding History

LWMG LLC’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 Q1	–	Sell	-899	Closed	-$234K	–	86
2023 Q4	$234K	Buy	+899	New	+$192K	0.06%	83
2023 Q1	–	Sell	-1,238	Closed	-$236K	–	84
2022 Q4	$236K	Buy	+1,238	New	+$202K	0.08%	84

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

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

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

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

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

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

LWMG LLC's BA Position: Q1 2024 in Review

LWMG LLC sold out of Boeing (BA) in Q1 2024, closing a stake of 899 shares — an estimated $234K sold.

LWMG LLC first reported a position in BA in Q4 2022 and held it in 2 quarters. The position peaked at $236K in Q4 2022. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

LWMG LLC reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
LWMG LLC sold 899 Boeing shares in Q1 2024, an estimated $234K.
LWMG LLC first reported a position in Boeing in Q4 2022 and held it in 2 quarters.
LWMG LLC's Boeing position peaked at $236K in Q4 2022.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on LWMG LLC's 13F filing for Q1 2024, filed 2 May 2024.