Marshall Financial Group (Maryland)’s Boeing BA Stock Holding History

Marshall Financial Group (Maryland)’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	-877	Closed	-$229K	–	174
2023 Q4	$229K	Buy	+877	New	+$188K	0.07%	161
2022 Q2	–	Sell	-1,336	Closed	-$256K	–	186
2022 Q1	$256K	Sell	1,336 -11	-0.8%	-$2.21K	0.1%	184
2021 Q4	$271K	Buy	+1,347	New	+$285K	0.1%	189

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

Marshall Financial Group (Maryland)'s BA Position: Q1 2024 in Review

Marshall Financial Group (Maryland) sold out of Boeing (BA) in Q1 2024, closing a stake of 877 shares — an estimated $229K sold.

Marshall Financial Group (Maryland) first reported a position in BA in Q4 2021 and held it in 3 quarters. The position peaked at $271K in Q4 2021. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Marshall Financial Group (Maryland) reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 877 Boeing shares in Q1 2024, an estimated $229K.
Marshall Financial Group (Maryland) first reported a position in Boeing in Q4 2021 and held it in 3 quarters.
Marshall Financial Group (Maryland)'s Boeing position peaked at $271K in Q4 2021.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2024, filed 19 Apr 2024.