Morris Financial Concepts’s Boeing BA Stock Holding History

Morris Financial Concepts’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	-795	Closed	-$207K	–	167
2023 Q4	$207K	Buy	+795	New	+$170K	0.12%	93

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

Morris Financial Concepts's BA Position: Q1 2024 in Review

Morris Financial Concepts sold out of Boeing (BA) in Q1 2024, closing a stake of 795 shares — an estimated $207K sold.

Morris Financial Concepts first reported a position in BA in Q4 2023 and held it in 1 quarter. The position peaked at $207K in Q4 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Morris Financial Concepts reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Morris Financial Concepts sold 795 Boeing shares in Q1 2024, an estimated $207K.
Morris Financial Concepts first reported a position in Boeing in Q4 2023 and held it in 1 quarter.
Morris Financial Concepts's Boeing position peaked at $207K in Q4 2023.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Morris Financial Concepts's 13F filing for Q1 2024, filed 18 Apr 2024.