One Charles Private Wealth Services’s Boeing BA Stock Holding History

One Charles Private Wealth Services’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 Q1	–	Sell	-788	Closed	-$205K	–	146
2023 Q4	$205K	Buy	+788	New	+$169K	0.11%	135
2021 Q4	–	Sell	-959	Closed	-$211K	–	119
2021 Q3	$211K	Hold	959	–	–	0.12%	115
2021 Q2	$230K	Buy	+959	New	+$232K	0.15%	102
2020 Q4	–	Sell	-1,736	Closed	-$287K	–	27
2020 Q3	$287K	Sell	1,736 -1,000	-37%	-$170K	0.18%	28
2020 Q2	$502K	Buy	+2,736	New	+$421K	0.26%	44

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

One Charles Private Wealth Services's BA Position: Q1 2024 in Review

One Charles Private Wealth Services sold out of Boeing (BA) in Q1 2024, closing a stake of 788 shares — an estimated $205K sold.

One Charles Private Wealth Services first reported a position in BA in Q2 2020 and held it in 5 quarters. The position peaked at $502K in Q2 2020. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

One Charles Private Wealth Services reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
One Charles Private Wealth Services sold 788 Boeing shares in Q1 2024, an estimated $205K.
One Charles Private Wealth Services first reported a position in Boeing in Q2 2020 and held it in 5 quarters.
One Charles Private Wealth Services's Boeing position peaked at $502K in Q2 2020.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on One Charles Private Wealth Services's 13F filing for Q1 2024, filed 14 May 2024.