Piershale Financial Group’s Boeing BA Stock Holding History

Piershale Financial Group’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
2023 Q2	$29.6K	Hold	140	–	–	0.02%	56
2023 Q1	$29.7K	Hold	140	–	–	0.02%	50
2022 Q4	$26.7K	Buy	+140	New	+$22.9K	0.02%	52
2018 Q4	–	Sell	-575	Closed	-$214K	–	24
2018 Q3	$214K	Buy	+575	New	+$202K	0.1%	22
2016 Q4	–	Sell	-309	Closed	-$41K	–	30
2016 Q3	$41K	Buy	309 +2	+0.7%	+$263	0.03%	40
2016 Q2	$40K	Buy	307 +1	+0.3%	+$130	0.03%	34
2016 Q1	$39K	Sell	306 -48	-14%	-$5.96K	0.02%	37
2015 Q4	$51K	Buy	354 +51	+17%	+$7.34K	0.03%	39
2015 Q3	$40K	Buy	+303	New	+$42K	0.03%	34
2015 Q2	–	Sell	-200	Closed	-$29.2K	–	107
2015 Q1	$30K	Sell	200 -15,767	-99%	-$2.3M	0.02%	43
2014 Q4	$2.08M	Buy	15,967 +1,141	+8%	+$145K	1.35%	16
2014 Q3	$1.89M	Buy	14,826 +14,726	+14,726%	+$1.85M	1.51%	17
2014 Q2	$13K	Hold	100	–	–	0.01%	81
2014 Q1	$13K	Hold	100	–	–	0.02%	66
2013 Q4	$14K	Hold	100	–	–	0.02%	54
2013 Q3	$12K	Sell	100 -33	-25%	-$3.55K	0.01%	67
2013 Q2	$14K	Buy	+133	New	+$12.6K	0.03%	47

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

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

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

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

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

Piershale Financial Group's BA Position: Q2 2023 in Review

Piershale Financial Group held its Boeing (BA) position steady in Q2 2023 at 140 shares worth $29.6K. The position accounts for 0.02% of the portfolio, ranked #56.

Piershale Financial Group first reported a position in BA in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.08M in Q4 2014. 2,228 funds tracked by Wall St. Rank hold BA as of Q2 2023.

Piershale Financial Group held 140 shares of Boeing worth $29.6K as of Q2 2023.
Piershale Financial Group left its Boeing share count unchanged in Q2 2023.
Boeing made up 0.02% of Piershale Financial Group's portfolio in Q2 2023, its #56 holding.
Piershale Financial Group first reported a position in Boeing in Q2 2013 and has held it in 17 quarters since.
Piershale Financial Group's Boeing position peaked at $2.08M in Q4 2014.
2,228 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.