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Oxford Wealth Group’s Boeing BA Stock Holding History

Oxford Wealth Group’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
-11,199
Closed -$2.04M – 60
2024
Q2 		$2.04M Buy
11,199
+5,166
+86% +$921K 1.4% 20
2024
Q1 		$1.16M Buy
+6,033
New +$1.24M 1.06% 25

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

Oxford Wealth Group's BA Position: Q3 2024 in Review

Oxford Wealth Group sold out of Boeing (BA) in Q3 2024, closing a stake of 11,199 shares — an estimated $2.04M sold.

Oxford Wealth Group first reported a position in BA in Q1 2024 and held it in 2 quarters. The position peaked at $2.04M in Q2 2024. 1,957 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Oxford Wealth Group reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Oxford Wealth Group sold 11,199 Boeing shares in Q3 2024, an estimated $2.04M.
  • Oxford Wealth Group first reported a position in Boeing in Q1 2024 and held it in 2 quarters.
  • Oxford Wealth Group's Boeing position peaked at $2.04M in Q2 2024.
  • 1,957 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Oxford Wealth Group's 13F filing for Q3 2024, filed 12 Nov 2024.