Prosperitas Financial’s Boeing BA Stock Holding History

Prosperitas Financial’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 Q4	–	Sell	-1,360	Closed	-$261K	–	62
2023 Q3	$261K	Buy	+1,360	New	+$298K	0.2%	57

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Prosperitas Financial's BA Position: Q4 2023 in Review

Prosperitas Financial sold out of Boeing (BA) in Q4 2023, closing a stake of 1,360 shares — an estimated $261K sold.

Prosperitas Financial first reported a position in BA in Q3 2023 and held it in 1 quarter. The position peaked at $261K in Q3 2023. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

Prosperitas Financial reported no remaining Boeing position as of Q4 2023 after selling out during the quarter.
Prosperitas Financial sold 1,360 Boeing shares in Q4 2023, an estimated $261K.
Prosperitas Financial first reported a position in Boeing in Q3 2023 and held it in 1 quarter.
Prosperitas Financial's Boeing position peaked at $261K in Q3 2023.
2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Prosperitas Financial's 13F filing for Q4 2023, filed 30 Jan 2024.