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
2021 Q4	–	Sell	-8,000	Closed	-$1.76M	–	107
2021 Q3	$1.76M	Buy	+8,000	New	+$1.78M	1.23%	19

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.