Northstar Advisory Group’s Boeing BA Stock Holding History

Northstar Advisory 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
2023 Q4	–	Sell	-3,025	Closed	-$580K	–	96
2023 Q3	$580K	Buy	+3,025	New	+$662K	0.42%	50

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Northstar Advisory Group's BA Position: Q4 2023 in Review

Northstar Advisory Group sold out of Boeing (BA) in Q4 2023, closing a stake of 3,025 shares — an estimated $580K sold.

Northstar Advisory Group first reported a position in BA in Q3 2023 and held it in 1 quarter. The position peaked at $580K in Q3 2023. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

Northstar Advisory Group reported no remaining Boeing position as of Q4 2023 after selling out during the quarter.
Northstar Advisory Group sold 3,025 Boeing shares in Q4 2023, an estimated $580K.
Northstar Advisory Group first reported a position in Boeing in Q3 2023 and held it in 1 quarter.
Northstar Advisory Group's Boeing position peaked at $580K in Q3 2023.
2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Northstar Advisory Group's 13F filing for Q4 2023, filed 18 Jan 2024.