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Piedmont Capital Management (Montana)’s Boeing BA Stock Holding History

Piedmont Capital Management (Montana)’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
-1,115
Closed -$291K – 47
2023
Q4 		$291K Hold
1,115
– – 0.21% 43
2023
Q3 		$214K Buy
+1,115
New +$244K 0.17% 45

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Piedmont Capital Management (Montana)'s BA Position: Q1 2024 in Review

Piedmont Capital Management (Montana) sold out of Boeing (BA) in Q1 2024, closing a stake of 1,115 shares — an estimated $291K sold.

Piedmont Capital Management (Montana) first reported a position in BA in Q3 2023 and held it in 2 quarters. The position peaked at $291K in Q4 2023. 2,196 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Piedmont Capital Management (Montana) reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Piedmont Capital Management (Montana) sold 1,115 Boeing shares in Q1 2024, an estimated $291K.
  • Piedmont Capital Management (Montana) first reported a position in Boeing in Q3 2023 and held it in 2 quarters.
  • Piedmont Capital Management (Montana)'s Boeing position peaked at $291K in Q4 2023.
  • 2,196 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q1 2024, filed 13 May 2024.