NovaPoint Capital’s Boeing BA Stock Holding History

NovaPoint Capital’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	-4,331	Closed	-$836K	–	134
2024 Q1	$836K	Sell	4,331 -753	-15%	-$155K	0.29%	70
2023 Q4	$1.33M	Buy	5,084 +10	+0.2%	+$2.14K	0.49%	56
2023 Q3	$973K	Sell	5,074 -4	-0.1%	-$875	0.39%	64
2023 Q2	$1.07M	Hold	5,078	–	–	0.4%	61
2023 Q1	$1.08M	Buy	+5,078	New	+$1.06M	0.44%	58

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NovaPoint Capital's BA Position: Q2 2024 in Review

NovaPoint Capital sold out of Boeing (BA) in Q2 2024, closing a stake of 4,331 shares — an estimated $836K sold.

NovaPoint Capital first reported a position in BA in Q1 2023 and held it in 5 quarters. The position peaked at $1.33M in Q4 2023. 2,076 funds tracked by Wall St. Rank hold BA as of Q2 2024.

NovaPoint Capital reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
NovaPoint Capital sold 4,331 Boeing shares in Q2 2024, an estimated $836K.
NovaPoint Capital first reported a position in Boeing in Q1 2023 and held it in 5 quarters.
NovaPoint Capital's Boeing position peaked at $1.33M in Q4 2023.
2,076 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on NovaPoint Capital's 13F filing for Q2 2024, filed 10 Jul 2024.