Masso Torrence Wealth Management’s Boeing BA Stock Holding History

Masso Torrence 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	-1,149	Closed	-$299K	–	94
2023 Q4	$299K	Sell	1,149 -195	-15%	-$41.7K	0.2%	67
2023 Q3	$258K	Sell	1,344 -695	-34%	-$152K	0.2%	70
2023 Q2	$431K	Buy	2,039 +250	+14%	+$51.9K	0.31%	59
2023 Q1	$380K	Hold	1,789	–	–	0.3%	62
2022 Q4	$341K	Hold	1,789	–	–	0.27%	69
2022 Q3	$217K	Hold	1,789	–	–	0.19%	79
2022 Q2	$245K	Sell	1,789 -85	-5%	-$12.5K	0.22%	70
2022 Q1	$359K	Hold	1,874	–	–	0.29%	58
2021 Q4	$377K	Buy	+1,874	New	+$396K	0.26%	66

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

Masso Torrence Wealth Management's BA Position: Q1 2024 in Review

Masso Torrence Wealth Management sold out of Boeing (BA) in Q1 2024, closing a stake of 1,149 shares — an estimated $299K sold.

Masso Torrence Wealth Management first reported a position in BA in Q4 2021 and held it in 9 quarters. The position peaked at $431K in Q2 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Masso Torrence Wealth Management reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Masso Torrence Wealth Management sold 1,149 Boeing shares in Q1 2024, an estimated $299K.
Masso Torrence Wealth Management first reported a position in Boeing in Q4 2021 and held it in 9 quarters.
Masso Torrence Wealth Management's Boeing position peaked at $431K in Q2 2023.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.