RWA
BA icon

Redmont Wealth Advisors’s Boeing BA Stock Holding History

Redmont Wealth Advisors’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
-20
Closed -$3.64K – 322
2024
Q2 		$3.64K Hold
20
– – 0.01% 286
2024
Q1 		$3.86K Buy
+20
New +$4.11K 0.01% 284
2022
Q2 		– Sell
-1,216
Closed -$233K – 107
2022
Q1 		$233K Hold
1,216
– – 0.25% 92
2021
Q4 		$245K Buy
+1,216
New +$257K 0.26% 86

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

Redmont Wealth Advisors's BA Position: Q3 2024 in Review

Redmont Wealth Advisors sold out of Boeing (BA) in Q3 2024, closing a stake of 20 shares — an estimated $3.64K sold.

Redmont Wealth Advisors first reported a position in BA in Q4 2021 and held it in 4 quarters. The position peaked at $245K in Q4 2021. 1,957 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Redmont Wealth Advisors reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Redmont Wealth Advisors sold 20 Boeing shares in Q3 2024, an estimated $3.64K.
  • Redmont Wealth Advisors first reported a position in Boeing in Q4 2021 and held it in 4 quarters.
  • Redmont Wealth Advisors's Boeing position peaked at $245K in Q4 2021.
  • 1,957 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Redmont Wealth Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.