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Partnership Wealth Management’s Boeing BA Stock Holding History

Partnership 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
-88
Closed -$16K – 190
2024
Q2 		$16K Hold
88
– – 0.01% 179
2024
Q1 		$17K Hold
88
– – 0.01% 177
2023
Q4 		$18.6K Buy
+88
New +$18.8K 0.01% 171

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

Partnership Wealth Management's BA Position: Q3 2024 in Review

Partnership Wealth Management sold out of Boeing (BA) in Q3 2024, closing a stake of 88 shares — an estimated $16K sold.

Partnership Wealth Management first reported a position in BA in Q4 2023 and held it in 3 quarters. The position peaked at $18.6K in Q4 2023. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Partnership Wealth Management reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 88 Boeing shares in Q3 2024, an estimated $16K.
  • Partnership Wealth Management first reported a position in Boeing in Q4 2023 and held it in 3 quarters.
  • Partnership Wealth Management's Boeing position peaked at $18.6K in Q4 2023.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Partnership Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.