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Oxinas Partners Wealth Management’s Boeing BA Stock Holding History

Oxinas Partners Wealth Management’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
-1,543
Closed -$281K – 116
2024
Q2 		$281K Hold
1,543
– – 0.19% 100
2024
Q1 		$298K Sell
1,543
-287
-16% -$59K 0.19% 95
2023
Q4 		$477K Sell
1,830
-123
-6% -$26.3K 0.34% 63
2023
Q3 		$374K Sell
1,953
-195
-9% -$42.7K 0.28% 69
2023
Q2 		$454K Sell
2,148
-2,024
-49% -$420K 0.3% 69
2023
Q1 		$886K Sell
4,172
-455
-10% -$94.5K 0.64% 45
2022
Q4 		$881K Sell
4,627
-41
-0.9% -$6.71K 0.74% 42
2022
Q3 		$565K Sell
4,668
-106
-2% -$16.3K 0.47% 51
2022
Q2 		$653K Sell
4,774
-535
-10% -$78.9K 0.5% 48
2022
Q1 		$1.02M Sell
5,309
-1,336
-20% -$268K 0.64% 40
2021
Q4 		$1.34M Sell
6,645
-2,161
-25% -$457K 0.76% 35
2021
Q3 		$1.94M Buy
8,806
+1,613
+22% +$360K 1.13% 25
2021
Q2 		$1.72M Sell
7,193
-184
-2% -$44.5K 0.99% 24
2021
Q1 		$1.88M Sell
7,377
-245
-3% -$54.5K 1.2% 22
2020
Q4 		$1.63M Buy
+7,622
New +$1.47M 1.21% 23

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

Oxinas Partners Wealth Management's BA Position: Q3 2024 in Review

Oxinas Partners Wealth Management sold out of Boeing (BA) in Q3 2024, closing a stake of 1,543 shares — an estimated $281K sold.

Oxinas Partners Wealth Management first reported a position in BA in Q4 2020 and held it in 15 quarters. The position peaked at $1.94M in Q3 2021. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Oxinas Partners Wealth Management reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 1,543 Boeing shares in Q3 2024, an estimated $281K.
  • Oxinas Partners Wealth Management first reported a position in Boeing in Q4 2020 and held it in 15 quarters.
  • Oxinas Partners Wealth Management's Boeing position peaked at $1.94M in Q3 2021.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.