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National Wealth Management Group’s Boeing BA Stock Holding History

National Wealth Management Group’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
-1,167
Closed -$212K – 147
2024
Q2 		$212K Buy
+1,167
New +$208K 0.16% 123
2022
Q3 		– Sell
-4,699
Closed -$642K – 124
2022
Q2 		$642K Buy
4,699
+3,211
+216% +$474K 0.81% 31
2022
Q1 		$285K Buy
1,488
+50
+3% +$10K 0.27% 83
2021
Q4 		$290K Buy
+1,438
New +$304K 0.27% 92

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

National Wealth Management Group's BA Position: Q3 2024 in Review

National Wealth Management Group sold out of Boeing (BA) in Q3 2024, closing a stake of 1,167 shares — an estimated $212K sold.

National Wealth Management Group first reported a position in BA in Q4 2021 and held it in 4 quarters. The position peaked at $642K in Q2 2022. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • National Wealth Management Group reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • National Wealth Management Group sold 1,167 Boeing shares in Q3 2024, an estimated $212K.
  • National Wealth Management Group first reported a position in Boeing in Q4 2021 and held it in 4 quarters.
  • National Wealth Management Group's Boeing position peaked at $642K in Q2 2022.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

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