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Mason & Associates (California)’s Boeing BA Stock Holding History

Mason & Associates (California)’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
Q4 		– Sell
-1,486
Closed -$226K – 107
2024
Q3 		$226K Sell
1,486
-933
-39% -$160K 0.06% 105
2024
Q2 		$440K Sell
2,419
-1,226
-34% -$219K 0.12% 73
2024
Q1 		$703K Buy
3,645
+1,600
+78% +$329K 0.19% 52
2023
Q4 		$533K Buy
2,045
+981
+92% +$210K 0.16% 52
2023
Q3 		$204K Buy
+1,064
New +$233K 0.07% 81

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Mason & Associates (California)'s BA Position: Q4 2024 in Review

Mason & Associates (California) sold out of Boeing (BA) in Q4 2024, closing a stake of 1,486 shares — an estimated $226K sold.

Mason & Associates (California) first reported a position in BA in Q3 2023 and held it in 5 quarters. The position peaked at $703K in Q1 2024. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • Mason & Associates (California) reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
  • Mason & Associates (California) sold 1,486 Boeing shares in Q4 2024, an estimated $226K.
  • Mason & Associates (California) first reported a position in Boeing in Q3 2023 and held it in 5 quarters.
  • Mason & Associates (California)'s Boeing position peaked at $703K in Q1 2024.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Mason & Associates (California)'s 13F filing for Q4 2024, filed 14 Jan 2025.