Marks Group Wealth Management’s Boeing BA Stock Holding History

Marks Group Wealth 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 Q1	–	Sell	-839	Closed	-$219K	–	300
2023 Q4	$219K	Buy	+839	New	+$179K	0.02%	283
2023 Q2	–	Sell	-953	Closed	-$202K	–	278
2023 Q1	$202K	Sell	953 -139	-13%	-$28.9K	0.03%	271
2022 Q4	$208K	Buy	+1,092	New	+$179K	0.03%	269
2022 Q2	–	Sell	-1,092	Closed	-$209K	–	288
2022 Q1	$209K	Buy	+1,092	New	+$219K	0.03%	293
2020 Q1	–	Sell	-811	Closed	-$264K	–	227
2019 Q4	$264K	Buy	+811	New	+$287K	0.05%	211

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

Marks Group Wealth Management's BA Position: Q1 2024 in Review

Marks Group Wealth Management sold out of Boeing (BA) in Q1 2024, closing a stake of 839 shares — an estimated $219K sold.

Marks Group Wealth Management first reported a position in BA in Q4 2019 and held it in 5 quarters. The position peaked at $264K in Q4 2019. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Marks Group Wealth Management reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Marks Group Wealth Management sold 839 Boeing shares in Q1 2024, an estimated $219K.
Marks Group Wealth Management first reported a position in Boeing in Q4 2019 and held it in 5 quarters.
Marks Group Wealth Management's Boeing position peaked at $264K in Q4 2019.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Marks Group Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.