Reston Wealth Management’s Boeing BA Stock Holding History

Reston 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 Q4	–	Sell	-700	Closed	-$106K	–	90
2024 Q3	$106K	Buy	+700	New	+$120K	0.04%	81
2022 Q1	–	Sell	-1,088	Closed	-$219K	–	61
2021 Q4	$219K	Sell	1,088 -8	-0.7%	-$1.69K	0.11%	56
2021 Q3	$241K	Sell	1,096 -10	-0.9%	-$2.23K	0.13%	45
2021 Q2	$265K	Hold	1,106	–	–	0.13%	42
2021 Q1	$282K	Sell	1,106 -69	-6%	-$15.3K	0.15%	37
2020 Q4	$251K	Buy	+1,175	New	+$226K	0.14%	40
2020 Q3	–	Sell	-1,109	Closed	-$203K	–	41
2020 Q2	$203K	Buy	+1,109	New	+$170K	0.14%	42
2020 Q1	–	Sell	-793	Closed	-$258K	–	43
2019 Q4	$258K	Sell	793 -65	-8%	-$23K	0.21%	38
2019 Q3	$326K	Buy	858 +69	+9%	+$24.7K	0.29%	32
2019 Q2	$287K	Buy	789 +2	+0.3%	+$729	0.23%	39
2019 Q1	$297K	Buy	787 +50	+7%	+$19.2K	0.24%	39
2018 Q4	$238K	Buy	+737	New	+$255K	0.23%	40

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Reston Wealth Management's BA Position: Q4 2024 in Review

Reston Wealth Management sold out of Boeing (BA) in Q4 2024, closing a stake of 700 shares — an estimated $106K sold.

Reston Wealth Management first reported a position in BA in Q4 2018 and held it in 12 quarters. The position peaked at $326K in Q3 2019. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

Reston Wealth Management reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 700 Boeing shares in Q4 2024, an estimated $106K.
Reston Wealth Management first reported a position in Boeing in Q4 2018 and held it in 12 quarters.
Reston Wealth Management's Boeing position peaked at $326K in Q3 2019.
2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.