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Peak Financial Management’s Boeing BA Stock Holding History

Peak Financial 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
-2,265
Closed -$412K – 99
2024
Q2 		$412K Buy
2,265
+375
+20% +$66.8K 0.13% 61
2024
Q1 		$365K Buy
1,890
+250
+15% +$51.4K 0.12% 64
2023
Q4 		$427K Buy
1,640
+550
+50% +$118K 0.14% 56
2023
Q3 		$209K Buy
+1,090
New +$238K 0.08% 69
2022
Q2 		– Sell
-1,490
Closed -$285K – 68
2022
Q1 		$285K Buy
+1,490
New +$299K 0.1% 62
2021
Q4 		– Sell
-1,390
Closed -$306K – 78
2021
Q3 		$306K Sell
1,390
-101
-7% -$22.5K 0.1% 56
2021
Q2 		$357K Buy
1,491
+101
+7% +$24.4K 0.12% 51
2021
Q1 		$354K Hold
1,390
– – 0.13% 48
2020
Q4 		$298K Buy
+1,390
New +$267K 0.11% 52

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

Peak Financial Management's BA Position: Q3 2024 in Review

Peak Financial Management sold out of Boeing (BA) in Q3 2024, closing a stake of 2,265 shares — an estimated $412K sold.

Peak Financial Management first reported a position in BA in Q4 2020 and held it in 9 quarters. The position peaked at $427K in Q4 2023. 1,957 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Peak Financial Management reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Peak Financial Management sold 2,265 Boeing shares in Q3 2024, an estimated $412K.
  • Peak Financial Management first reported a position in Boeing in Q4 2020 and held it in 9 quarters.
  • Peak Financial Management's Boeing position peaked at $427K in Q4 2023.
  • 1,957 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Peak Financial Management's 13F filing for Q3 2024, filed 15 Oct 2024.