Oak Harbor Wealth Partners’s Boeing BA Stock Holding History

Oak Harbor Wealth Partners’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	-1,084	Closed	-$209K	–	218
2024 Q1	$209K	Buy	1,084 +6	+0.6%	+$1.23K	0.07%	166
2023 Q4	$281K	Hold	1,078	–	–	0.09%	137
2023 Q3	$207K	Hold	1,078	–	–	0.07%	159
2023 Q2	$228K	Hold	1,078	–	–	0.08%	158
2023 Q1	$229K	Sell	1,078 -285	-21%	-$59.2K	0.08%	153
2022 Q4	$260K	Sell	1,363 -90	-6%	-$14.7K	0.1%	137
2022 Q3	$176K	Hold	1,453	–	–	0.07%	150
2022 Q2	$199K	Sell	1,453 -100	-6%	-$14.8K	0.08%	148
2022 Q1	$297K	Buy	1,553 +520	+50%	+$104K	0.1%	130
2021 Q4	$208K	Buy	+1,033	New	+$218K	0.07%	164

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

Oak Harbor Wealth Partners's BA Position: Q2 2024 in Review

Oak Harbor Wealth Partners sold out of Boeing (BA) in Q2 2024, closing a stake of 1,084 shares — an estimated $209K sold.

Oak Harbor Wealth Partners first reported a position in BA in Q4 2021 and held it in 10 quarters. The position peaked at $297K in Q1 2022. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

Oak Harbor Wealth Partners reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
Oak Harbor Wealth Partners sold 1,084 Boeing shares in Q2 2024, an estimated $209K.
Oak Harbor Wealth Partners first reported a position in Boeing in Q4 2021 and held it in 10 quarters.
Oak Harbor Wealth Partners's Boeing position peaked at $297K in Q1 2022.
2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2024, filed 18 Jul 2024.