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Navis Wealth Advisors’s Boeing BA Stock Holding History

Navis Wealth Advisors’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
Q4 		– Sell
-1,801
Closed -$274K – 104
2024
Q3 		$274K Hold
1,801
– – 0.3% 81
2024
Q2 		$328K Sell
1,801
-2
-0.1% -$356 0.38% 60
2024
Q1 		$348K Sell
1,803
-7
-0.4% -$1.44K 0.42% 57
2023
Q4 		$472K Hold
1,810
– – 0.62% 38
2023
Q3 		$347K Buy
+1,810
New +$396K 0.5% 48
2021
Q1 		– Sell
-570
Closed -$122K – 119
2020
Q4 		$122K Buy
+570
New +$110K 0.11% 106

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Navis Wealth Advisors's BA Position: Q4 2024 in Review

Navis Wealth Advisors sold out of Boeing (BA) in Q4 2024, closing a stake of 1,801 shares — an estimated $274K sold.

Navis Wealth Advisors first reported a position in BA in Q4 2020 and held it in 6 quarters. The position peaked at $472K in Q4 2023. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • Navis Wealth Advisors reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
  • Navis Wealth Advisors sold 1,801 Boeing shares in Q4 2024, an estimated $274K.
  • Navis Wealth Advisors first reported a position in Boeing in Q4 2020 and held it in 6 quarters.
  • Navis Wealth Advisors's Boeing position peaked at $472K in Q4 2023.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Navis Wealth Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.