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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
2022
Q4 		– Sell
-200
Closed -$24K – 221
2022
Q3 		$24K Sell
200
-100
-33% -$15.3K 0.01% 188
2022
Q2 		$41K Buy
+300
New +$44.3K 0.02% 179

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
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.