Next Capital Management’s Boeing BA Stock Holding History

Next Capital Management’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 Q2	–	Sell	-1,063	Closed	-$205K	–	138
2024 Q1	$205K	Buy	1,063 +278	+35%	+$57.1K	0.08%	139
2023 Q4	$205K	Buy	+785	New	+$168K	0.09%	118
2019 Q3	–	Sell	-115	Closed	-$42K	–	306
2019 Q2	$42K	Buy	+115	New	+$41.9K	0.03%	180
2019 Q1	–	Sell	-99	Closed	-$32K	–	253
2018 Q4	$32K	Buy	+99	New	+$34.2K	0.03%	150

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Next Capital Management's BA Position: Q2 2024 in Review

Next Capital Management sold out of Boeing (BA) in Q2 2024, closing a stake of 1,063 shares — an estimated $205K sold.

Next Capital Management first reported a position in BA in Q4 2018 and held it in 4 quarters. The position peaked at $205K in Q1 2024. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

Next Capital Management reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
Next Capital Management sold 1,063 Boeing shares in Q2 2024, an estimated $205K.
Next Capital Management first reported a position in Boeing in Q4 2018 and held it in 4 quarters.
Next Capital Management's Boeing position peaked at $205K in Q1 2024.
2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Next Capital Management's 13F filing for Q2 2024, filed 20 Aug 2024.