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Northwest Financial Advisors’s Boeing BA Stock Holding History

Northwest Financial 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
2025
Q1 		– Sell
-1,235
Closed -$219K – 120
2024
Q4 		$219K Sell
1,235
-434
-26% -$68.1K 0.18% 106
2024
Q3 		$254K Sell
1,669
-126
-7% -$21.6K 0.2% 82
2024
Q2 		$327K Sell
1,795
-278
-13% -$49.6K 0.33% 68
2024
Q1 		$400K Sell
2,073
-631
-23% -$130K 0.44% 58
2023
Q4 		$705K Buy
+2,704
New +$578K 0.6% 33

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Northwest Financial Advisors's BA Position: Q1 2025 in Review

Northwest Financial Advisors sold out of Boeing (BA) in Q1 2025, closing a stake of 1,235 shares — an estimated $219K sold.

Northwest Financial Advisors first reported a position in BA in Q4 2023 and held it in 5 quarters. The position peaked at $705K in Q4 2023. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

  • Northwest Financial Advisors reported no remaining Boeing position as of Q1 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,235 Boeing shares in Q1 2025, an estimated $219K.
  • Northwest Financial Advisors first reported a position in Boeing in Q4 2023 and held it in 5 quarters.
  • Northwest Financial Advisors's Boeing position peaked at $705K in Q4 2023.
  • 2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Northwest Financial Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.