Pettinga Financial Advisors’s Boeing BA Stock Holding History

Pettinga Financial Advisors’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 Q1	–	Sell	-838	Closed	-$218K	–	121
2023 Q4	$218K	Buy	+838	New	+$179K	0.06%	112
2021 Q4	–	Sell	-1,121	Closed	-$247K	–	112
2021 Q3	$247K	Sell	1,121 -75	-6%	-$16.7K	0.06%	95
2021 Q2	$287K	Buy	1,196 +144	+14%	+$34.8K	0.08%	86
2021 Q1	$268K	Sell	1,052 -10	-0.9%	-$2.22K	0.08%	82
2020 Q4	$227K	Buy	+1,062	New	+$204K	0.08%	81
2020 Q1	–	Sell	-1,211	Closed	-$394K	–	73
2019 Q4	$394K	Buy	1,211 +21	+2%	+$7.43K	0.21%	61
2019 Q3	$453K	Buy	1,190 +10	+0.8%	+$3.58K	0.24%	59
2019 Q2	$429K	Buy	1,180 +1	+0.1%	+$365	0.22%	60
2019 Q1	$450K	Buy	1,179 +3	+0.3%	+$1.16K	0.24%	56
2018 Q4	$379K	Buy	+1,176	New	+$406K	0.25%	58

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pettinga Financial Advisors's BA Position: Q1 2024 in Review

Pettinga Financial Advisors sold out of Boeing (BA) in Q1 2024, closing a stake of 838 shares — an estimated $218K sold.

Pettinga Financial Advisors first reported a position in BA in Q4 2018 and held it in 10 quarters. The position peaked at $453K in Q3 2019. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Pettinga Financial Advisors reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Pettinga Financial Advisors sold 838 Boeing shares in Q1 2024, an estimated $218K.
Pettinga Financial Advisors first reported a position in Boeing in Q4 2018 and held it in 10 quarters.
Pettinga Financial Advisors's Boeing position peaked at $453K in Q3 2019.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Pettinga Financial Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.