MWM
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Mittelman Wealth Management’s Boeing BA Stock Holding History

Mittelman 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
Q3 		– Sell
-1,353
Closed -$246K – 33
2024
Q2 		$246K Buy
1,353
+316
+30% +$56.3K 0.16% 67
2024
Q1 		$200K Buy
+1,037
New +$213K 0.14% 64

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mittelman Wealth Management's BA Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Boeing (BA) in Q3 2024, closing a stake of 1,353 shares — an estimated $246K sold.

Mittelman Wealth Management first reported a position in BA in Q1 2024 and held it in 2 quarters. The position peaked at $246K in Q2 2024. 1,957 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Mittelman Wealth Management reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 1,353 Boeing shares in Q3 2024, an estimated $246K.
  • Mittelman Wealth Management first reported a position in Boeing in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's Boeing position peaked at $246K in Q2 2024.
  • 1,957 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.