Redwood Financial Network’s Boeing BA Stock Holding History

Redwood Financial Network’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	-1,054	Closed	-$203K	–	144
2024 Q1	$203K	Hold	1,054	–	–	0.18%	143
2023 Q4	$275K	Hold	1,054	–	–	0.27%	116
2023 Q3	$202K	Sell	1,054 -214	-17%	-$46.8K	0.21%	131
2023 Q2	$268K	Buy	1,268 +5	+0.4%	+$1.04K	0.25%	121
2023 Q1	$268K	Hold	1,263	–	–	0.27%	115
2022 Q4	$241K	Buy	+1,263	New	+$207K	0.27%	118
2022 Q2	–	Sell	-1,275	Closed	-$244K	–	136
2022 Q1	$244K	Buy	+1,275	New	+$256K	0.23%	129

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Redwood Financial Network's BA Position: Q2 2024 in Review

Redwood Financial Network sold out of Boeing (BA) in Q2 2024, closing a stake of 1,054 shares — an estimated $203K sold.

Redwood Financial Network first reported a position in BA in Q1 2022 and held it in 7 quarters. The position peaked at $275K in Q4 2023. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

Redwood Financial Network reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
Redwood Financial Network sold 1,054 Boeing shares in Q2 2024, an estimated $203K.
Redwood Financial Network first reported a position in Boeing in Q1 2022 and held it in 7 quarters.
Redwood Financial Network's Boeing position peaked at $275K in Q4 2023.
2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Redwood Financial Network's 13F filing for Q2 2024, filed 7 Aug 2024.