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Peachtree Investment Partners’s Boeing BA Stock Holding History

Peachtree Investment Partners’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
-1,209
Closed -$220K – 114
2024
Q2 		$220K Buy
+1,209
New +$215K 0.09% 73
2021
Q4 		– Sell
-1,139
Closed -$251K – 111
2021
Q3 		$251K Sell
1,139
-1,041
-48% -$232K 0.12% 67
2021
Q2 		$522K Sell
2,180
-1,107
-34% -$268K 0.25% 51
2021
Q1 		$837K Buy
3,287
+1,491
+83% +$331K 0.48% 36
2020
Q4 		$384K Buy
+1,796
New +$345K 0.22% 52
2020
Q3 		– Sell
-1,226
Closed -$225K – 76
2020
Q2 		$225K Sell
1,226
-245
-17% -$37.7K 0.18% 55
2020
Q1 		$219K Sell
1,471
-6,637
-82% -$1.82M 0.22% 50
2019
Q4 		$2.64M Sell
8,108
-4,201
-34% -$1.49M 1.82% 15
2019
Q3 		$4.68M Sell
12,309
-1,569
-11% -$561K 3.73% 9
2019
Q2 		$5.05M Sell
13,878
-1,793
-11% -$654K 3.97% 6
2019
Q1 		$5.98M Buy
15,671
+4,122
+36% +$1.59M 5.04% 5
2018
Q4 		$3.73M Buy
+11,549
New +$3.99M 4.23% 7

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

Peachtree Investment Partners's BA Position: Q3 2024 in Review

Peachtree Investment Partners sold out of Boeing (BA) in Q3 2024, closing a stake of 1,209 shares — an estimated $220K sold.

Peachtree Investment Partners first reported a position in BA in Q4 2018 and held it in 12 quarters. The position peaked at $5.98M in Q1 2019. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Peachtree Investment Partners reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Peachtree Investment Partners sold 1,209 Boeing shares in Q3 2024, an estimated $220K.
  • Peachtree Investment Partners first reported a position in Boeing in Q4 2018 and held it in 12 quarters.
  • Peachtree Investment Partners's Boeing position peaked at $5.98M in Q1 2019.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Peachtree Investment Partners's 13F filing for Q3 2024, filed 12 Nov 2024.