MinichMacGregor Wealth Management’s Boeing BA Stock Holding History

MinichMacGregor 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 Q2	–	Sell	-1,076	Closed	-$204K	–	104
2024 Q1	$204K	Sell	1,076 -56	-5%	-$11.5K	0.05%	101
2023 Q4	$295K	Sell	1,132 -2	-0.2%	-$428	0.09%	81
2023 Q3	$217K	Hold	1,134	–	–	0.07%	85
2023 Q2	$240K	Sell	1,134 -17	-1%	-$3.53K	0.07%	82
2023 Q1	$245K	Hold	1,151	–	–	0.08%	83
2022 Q4	$219K	Buy	+1,151	New	+$188K	0.08%	75
2018 Q4	–	Sell	-600	Closed	-$229K	–	128
2018 Q3	$229K	Buy	600 +25	+4%	+$8.78K	0.15%	37
2018 Q2	$193K	Sell	575 -97	-14%	-$33.4K	0.14%	45
2018 Q1	$220K	Buy	672 +15	+2%	+$5.07K	0.17%	37
2017 Q4	$193K	Buy	657 +11	+2%	+$2.98K	0.15%	39
2017 Q3	$164K	Hold	646	–	–	0.14%	45
2017 Q2	$127K	Hold	646	–	–	0.11%	53
2017 Q1	$114K	Buy	646 +200	+45%	+$34.1K	0.1%	55
2016 Q4	$69K	Hold	446	–	–	0.06%	85
2016 Q3	$58K	Sell	446 -12	-3%	-$1.58K	0.05%	104
2016 Q2	$59K	Buy	458 +12	+3%	+$1.56K	0.06%	93
2016 Q1	$56K	Hold	446	–	–	0.05%	96
2015 Q4	$62K	Buy	+446	New	+$64.2K	0.06%	90

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MinichMacGregor Wealth Management's BA Position: Q2 2024 in Review

MinichMacGregor Wealth Management sold out of Boeing (BA) in Q2 2024, closing a stake of 1,076 shares — an estimated $204K sold.

MinichMacGregor Wealth Management first reported a position in BA in Q4 2015 and held it in 18 quarters. The position peaked at $295K in Q4 2023. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

MinichMacGregor Wealth Management reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,076 Boeing shares in Q2 2024, an estimated $204K.
MinichMacGregor Wealth Management first reported a position in Boeing in Q4 2015 and held it in 18 quarters.
MinichMacGregor Wealth Management's Boeing position peaked at $295K in Q4 2023.
2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.