Red Wave Investments’s Boeing BA Stock Holding History

Red Wave Investments’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 Q1	–	Sell	-1,056	Closed	-$201K	–	92
2022 Q4	$201K	Buy	+1,056	New	+$173K	0.08%	93
2022 Q1	–	Sell	-1,110	Closed	-$223K	–	100
2021 Q4	$223K	Hold	1,110	–	–	0.08%	96
2021 Q3	$244K	Sell	1,110 -20	-2%	-$4.46K	0.09%	82
2021 Q2	$271K	Sell	1,130 -130	-10%	-$31.4K	0.1%	74
2021 Q1	$321K	Buy	+1,260	New	+$280K	0.13%	68

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Red Wave Investments's BA Position: Q1 2023 in Review

Red Wave Investments sold out of Boeing (BA) in Q1 2023, closing a stake of 1,056 shares — an estimated $201K sold.

Red Wave Investments first reported a position in BA in Q1 2021 and held it in 5 quarters. The position peaked at $321K in Q1 2021. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

Red Wave Investments reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
Red Wave Investments sold 1,056 Boeing shares in Q1 2023, an estimated $201K.
Red Wave Investments first reported a position in Boeing in Q1 2021 and held it in 5 quarters.
Red Wave Investments's Boeing position peaked at $321K in Q1 2021.
2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on Red Wave Investments's 13F filing for Q1 2023, filed 15 May 2023.