McKinley Carter Wealth Services’s Boeing BA Stock Holding History

McKinley Carter Wealth Services’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	–	302
2023 Q4	$219K	Buy	+839	New	+$179K	0.02%	287
2023 Q2	–	Sell	-1,251	Closed	-$266K	–	298
2023 Q1	$266K	Buy	+1,251	New	+$260K	0.02%	258
2021 Q3	–	Sell	-1,298	Closed	-$311K	–	286
2021 Q2	$311K	Sell	1,298 -2	-0.2%	-$484	0.03%	240
2021 Q1	$331K	Buy	1,300 +100	+8%	+$22.2K	0.03%	234
2020 Q4	$257K	Buy	+1,200	New	+$231K	0.03%	228
2020 Q1	–	Sell	-1,689	Closed	-$550K	–	137
2019 Q4	$550K	Buy	1,689 +921	+120%	+$326K	0.13%	104
2019 Q3	$292K	Buy	+768	New	+$275K	0.07%	139
2018 Q2	–	Sell	-496	Closed	-$163K	–	178
2018 Q1	$163K	Buy	+496	New	+$168K	0.05%	172

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

McKinley Carter Wealth Services's BA Position: Q1 2024 in Review

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

McKinley Carter Wealth Services first reported a position in BA in Q1 2018 and held it in 8 quarters. The position peaked at $550K in Q4 2019. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

McKinley Carter Wealth Services reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
McKinley Carter Wealth Services sold 839 Boeing shares in Q1 2024, an estimated $219K.
McKinley Carter Wealth Services first reported a position in Boeing in Q1 2018 and held it in 8 quarters.
McKinley Carter Wealth Services's Boeing position peaked at $550K in Q4 2019.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2024, filed 26 Apr 2024.