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Peak Asset Management’s Boeing BA Stock Holding History

Peak Asset 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
2021
Q3 		– Sell
-100
Closed -$24K – 138
2021
Q2 		$24K Hold
100
– – 0.01% 140
2021
Q1 		$25K Hold
100
– – 0.01% 150
2020
Q4 		$21K Hold
100
– – 0.01% 146
2020
Q3 		$17K Hold
100
– – 0.01% 137
2020
Q2 		$18K Buy
+100
New +$15.4K 0.01% 125

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peak Asset Management's BA Position: Q1 2024 in Review

Peak Asset Management sold out of Boeing (BA) in Q1 2024, closing a stake of 4,394 shares — an estimated $1.15M sold.

Peak Asset Management first reported a position in BA in Q3 2016 and held it in 16 quarters. The position peaked at $1.16M in Q1 2021. 2,195 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Peak Asset Management reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Peak Asset Management sold 4,394 Boeing shares in Q1 2024, an estimated $1.15M.
  • Peak Asset Management first reported a position in Boeing in Q3 2016 and held it in 16 quarters.
  • Peak Asset Management's Boeing position peaked at $1.16M in Q1 2021.
  • 2,195 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Peak Asset Management's 13F filing for Q1 2024, filed 10 May 2024.