QPWM
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Quadrant Private Wealth Management’s Boeing BA Stock Holding History

Quadrant Private Wealth Management’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
Q3 		– Sell
-15,441
Closed -$2.81M – 254
2024
Q2 		$2.81M Sell
15,441
-272
-2% -$48.5K 0.65% 43
2024
Q1 		$3.03M Buy
15,713
+592
+4% +$122K 0.77% 34
2023
Q4 		$3.94M Buy
15,121
+1,110
+8% +$237K 1.09% 21
2023
Q3 		$2.69M Sell
14,011
-1,386
-9% -$303K 0.9% 27
2023
Q2 		$3.25M Sell
15,397
-72
-0.5% -$15K 0.94% 24
2023
Q1 		$3.29M Sell
15,469
-194
-1% -$40.3K 1.02% 24
2022
Q4 		$2.98M Buy
+15,663
New +$2.56M 1% 26
2022
Q2 		$2.07M Buy
15,127
+1,867
+14% +$275K 0.85% 35
2022
Q1 		$2.54M Buy
13,260
+766
+6% +$154K 0.95% 31
2021
Q4 		$2.52M Buy
12,494
+1,758
+16% +$371K 0.93% 28
2021
Q3 		$2.36M Sell
10,736
-183
-2% -$40.8K 0.97% 29
2021
Q2 		$2.62M Buy
10,919
+214
+2% +$51.7K 1.06% 26
2021
Q1 		$2.73M Buy
10,705
+841
+9% +$187K 1.19% 23
2020
Q4 		$2.11M Buy
9,864
+29
+0.3% +$5.58K 0.94% 30
2020
Q3 		$1.63M Buy
9,835
+1,425
+17% +$243K 0.82% 32
2020
Q2 		$1.54M Buy
8,410
+4,435
+112% +$682K 0.89% 28
2020
Q1 		$593K Buy
3,975
+2,752
+225% +$753K 0.5% 58
2019
Q4 		$398K Sell
1,223
-180
-13% -$63.7K 0.36% 65
2019
Q3 		$534K Sell
1,403
-762
-35% -$272K 0.49% 53
2019
Q2 		$788K Buy
2,165
+51
+2% +$18.6K 0.72% 31
2019
Q1 		$806K Buy
2,114
+173
+9% +$66.6K 0.74% 30
2018
Q4 		$626K Sell
1,941
-125
-6% -$43.2K 0.67% 36
2018
Q3 		$768K Sell
2,066
-152
-7% -$53.4K 0.68% 32
2018
Q2 		$744K Buy
+2,218
New +$763K 0.72% 31
2018
Q1 		– Sell
-2,000
Closed -$590K – 91
2017
Q4 		$590K Buy
+2,000
New +$541K 0.61% 35

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Quadrant Private Wealth Management's BA Position: Q3 2024 in Review

Quadrant Private Wealth Management sold out of Boeing (BA) in Q3 2024, closing a stake of 15,441 shares — an estimated $2.81M sold.

Quadrant Private Wealth Management first reported a position in BA in Q4 2017 and held it in 25 quarters. The position peaked at $3.94M in Q4 2023. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Quadrant Private Wealth Management reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 15,441 Boeing shares in Q3 2024, an estimated $2.81M.
  • Quadrant Private Wealth Management first reported a position in Boeing in Q4 2017 and held it in 25 quarters.
  • Quadrant Private Wealth Management's Boeing position peaked at $3.94M in Q4 2023.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.