My Personal CFO LLC’s Boeing BA Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-580	Closed	-$110K	–	134
2022 Q4	$110K	Buy	+580	New	+$94.9K	0.1%	87

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

My Personal CFO LLC's BA Position: Q1 2023 in Review

My Personal CFO LLC sold out of Boeing (BA) in Q1 2023, closing a stake of 580 shares — an estimated $110K sold.

My Personal CFO LLC first reported a position in BA in Q4 2022 and held it in 1 quarter. The position peaked at $110K in Q4 2022. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

My Personal CFO LLC reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 580 Boeing shares in Q1 2023, an estimated $110K.
My Personal CFO LLC first reported a position in Boeing in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Boeing position peaked at $110K in Q4 2022.
2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.