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Phoenix Wealth Advisors’s Boeing BA Stock Holding History

Phoenix Wealth 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
-988
Closed -$249K – 114
2023
Q4 		$249K Buy
+988
New +$211K 0.17% 99
2023
Q3 		– Sell
-998
Closed -$211K – 110
2023
Q2 		$211K Hold
998
– – 0.12% 104
2023
Q1 		$212K Buy
+998
New +$207K 0.13% 99
2021
Q4 		– Sell
-899
Closed -$198K – 142
2021
Q3 		$198K Sell
899
-127
-12% -$28.3K 0.15% 115
2021
Q2 		$242K Buy
1,026
+127
+14% +$30.7K 0.17% 105
2021
Q1 		$227K Hold
899
– – 0.18% 103
2020
Q4 		$192K Buy
+899
New +$173K 0.15% 111

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

Phoenix Wealth Advisors's BA Position: Q1 2024 in Review

Phoenix Wealth Advisors sold out of Boeing (BA) in Q1 2024, closing a stake of 988 shares — an estimated $249K sold.

Phoenix Wealth Advisors first reported a position in BA in Q4 2020 and held it in 7 quarters. The position peaked at $249K in Q4 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Phoenix Wealth Advisors reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 988 Boeing shares in Q1 2024, an estimated $249K.
  • Phoenix Wealth Advisors first reported a position in Boeing in Q4 2020 and held it in 7 quarters.
  • Phoenix Wealth Advisors's Boeing position peaked at $249K in Q4 2023.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.