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One Wealth Management Investment & Advisory Services’s Boeing BA Stock Holding History

One Wealth Management Investment & Advisory 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
Q3 		– Sell
-1,446
Closed -$263K – 55
2024
Q2 		$263K Buy
+1,446
New +$258K 0.1% 96

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

One Wealth Management Investment & Advisory Services's BA Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Boeing (BA) in Q3 2024, closing a stake of 1,446 shares — an estimated $263K sold.

One Wealth Management Investment & Advisory Services first reported a position in BA in Q2 2024 and held it in 1 quarter. The position peaked at $263K in Q2 2024. 1,957 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 1,446 Boeing shares in Q3 2024, an estimated $263K.
  • One Wealth Management Investment & Advisory Services first reported a position in Boeing in Q2 2024 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's Boeing position peaked at $263K in Q2 2024.
  • 1,957 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.