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Prio Wealth Limited Partnership’s Boeing BA Stock Holding History

Prio Wealth Limited Partnership’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
Q2 		– Sell
-6,701
Closed -$1.29M – 259
2024
Q1 		$1.29M Buy
6,701
+3,923
+141% +$806K 0.04% 140
2023
Q4 		$724K Buy
2,778
+500
+22% +$107K 0.02% 164
2023
Q3 		$437K Sell
2,278
-15
-0.7% -$3.28K 0.02% 189
2023
Q2 		$484K Hold
2,293
– – 0.02% 186
2023
Q1 		$487K Buy
2,293
+135
+6% +$28K 0.02% 182
2022
Q4 		$411K Hold
2,158
– – 0.02% 197
2022
Q3 		$261K Hold
2,158
– – 0.01% 220
2022
Q2 		$295K Sell
2,158
-160
-7% -$23.6K 0.01% 224
2022
Q1 		$444K Buy
2,318
+200
+9% +$40.1K 0.01% 202
2021
Q4 		$426K Hold
2,118
– – 0.01% 209
2021
Q3 		$466K Hold
2,118
– – 0.02% 203
2021
Q2 		$507K Buy
2,118
+100
+5% +$24.2K 0.02% 195
2021
Q1 		$514K Sell
2,018
-40
-2% -$8.89K 0.02% 183
2020
Q4 		$441K Hold
2,058
– – 0.02% 198
2020
Q3 		$340K Buy
2,058
+33
+2% +$5.62K 0.01% 202
2020
Q2 		$371K Hold
2,025
– – 0.02% 188
2020
Q1 		$302K Sell
2,025
-7,806
-79% -$2.14M 0.02% 191
2019
Q4 		$3.2M Buy
9,831
+968
+11% +$343K 0.14% 95
2019
Q3 		$3.37M Sell
8,863
-179
-2% -$64K 0.15% 94
2019
Q2 		$3.29M Sell
9,042
-266
-3% -$97K 0.15% 95
2019
Q1 		$3.55M Sell
9,308
-403
-4% -$155K 0.17% 92
2018
Q4 		$3.13M Sell
9,711
-558
-5% -$193K 0.17% 94
2018
Q3 		$3.82M Sell
10,269
-36
-0.3% -$12.6K 0.17% 94
2018
Q2 		$3.46M Sell
10,305
-201
-2% -$69.1K 0.17% 95
2018
Q1 		$3.44M Sell
10,506
-1,099
-9% -$371K 0.17% 96
2017
Q4 		$3.42M Sell
11,605
-1,494
-11% -$404K 0.16% 98
2017
Q3 		$3.33M Sell
13,099
-1,065
-8% -$248K 0.16% 98
2017
Q2 		$2.8M Buy
14,164
+50
+0.4% +$9.31K 0.14% 103
2017
Q1 		$2.5M Sell
14,114
-825
-6% -$141K 0.13% 105
2016
Q4 		$2.33M Sell
14,939
-2,550
-15% -$372K 0.12% 108
2016
Q3 		$2.3M Sell
17,489
-586
-3% -$77.2K 0.12% 111
2016
Q2 		$2.35M Sell
18,075
-685
-4% -$89.3K 0.13% 106
2016
Q1 		$2.38M Sell
18,760
-3,821
-17% -$474K 0.13% 108
2015
Q4 		$3.26M Sell
22,581
-269
-1% -$38.7K 0.18% 95
2015
Q3 		$2.99M Sell
22,850
-150
-0.7% -$20.8K 0.17% 100
2015
Q2 		$3.19M Sell
23,000
-1,125
-5% -$164K 0.16% 101
2015
Q1 		$3.62M Sell
24,125
-125
-0.5% -$18.2K 0.18% 98
2014
Q4 		$3.15M Sell
24,250
-450
-2% -$57.1K 0.16% 102
2014
Q3 		$3.15M Sell
24,700
-700
-3% -$88.2K 0.16% 100
2014
Q2 		$3.23M Sell
25,400
-450
-2% -$58.7K 0.16% 102
2014
Q1 		$3.24M Sell
25,850
-1,170
-4% -$152K 0.16% 102
2013
Q4 		$3.69M Buy
27,020
+150
+0.6% +$19.5K 0.19% 104
2013
Q3 		$3.16M Sell
26,870
-3,560
-12% -$383K 0.18% 104
2013
Q2 		$3.12M Buy
+30,430
New +$2.89M 0.19% 102

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Prio Wealth Limited Partnership's BA Position: Q2 2024 in Review

Prio Wealth Limited Partnership sold out of Boeing (BA) in Q2 2024, closing a stake of 6,701 shares — an estimated $1.29M sold.

Prio Wealth Limited Partnership first reported a position in BA in Q2 2013 and held it in 44 quarters. The position peaked at $3.82M in Q3 2018. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

  • Prio Wealth Limited Partnership reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 6,701 Boeing shares in Q2 2024, an estimated $1.29M.
  • Prio Wealth Limited Partnership first reported a position in Boeing in Q2 2013 and held it in 44 quarters.
  • Prio Wealth Limited Partnership's Boeing position peaked at $3.82M in Q3 2018.
  • 2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q2 2024, filed 10 Sep 2024.