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Retirement Group’s Boeing BA Stock Holding History

Retirement Group’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
Q1 		$29.5K Sell
153
-6
-4% -$1.23K 0.01% 299
2023
Q4 		$41.4K Hold
159
– – 0.02% 245
2023
Q3 		$30.5K Hold
159
– – 0.01% 267
2023
Q2 		$33.6K Sell
159
-2
-1% -$415 0.01% 249
2023
Q1 		$34K Hold
161
– – 0.02% 234
2022
Q4 		$30K Sell
161
-499
-76% -$81.6K 0.01% 223
2022
Q3 		$80K Sell
660
-1,213
-65% -$186K 0.06% 93
2022
Q2 		$257K Buy
1,873
+158
+9% +$23.3K 0.11% 90
2022
Q1 		$328K Buy
1,715
+660
+63% +$132K 0.13% 83
2021
Q4 		$212K Buy
1,055
+1
+0.1% +$211 0.09% 114
2021
Q3 		$231K Buy
1,054
+244
+30% +$54.4K 0.11% 108
2021
Q2 		$194K Sell
810
-5
-0.6% -$1.21K 0.09% 121
2021
Q1 		$208K Sell
815
-340
-29% -$75.6K 0.09% 129
2020
Q4 		$247K Buy
1,155
+85
+8% +$16.3K 0.11% 112
2020
Q3 		$177K Sell
1,070
-306
-22% -$52.2K 0.1% 129
2020
Q2 		$252K Buy
+1,376
New +$212K 0.16% 97
2019
Q4 		$401K Buy
+1,230
New +$435K 0.26% 68

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Group's BA Position: Q1 2024 in Review

Retirement Group reduced its Boeing (BA) stake by 3.8% in Q1 2024, selling an estimated $1.23K and leaving 153 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #299.

Retirement Group first reported a position in BA in Q4 2019 and has held it in 17 quarters since. The position peaked at $401K in Q4 2019. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Retirement Group held 153 shares of Boeing worth $29.5K as of Q1 2024.
  • Retirement Group sold 6 Boeing shares in Q1 2024, an estimated $1.23K.
  • Boeing made up 0.01% of Retirement Group's portfolio in Q1 2024, its #299 holding.
  • Retirement Group first reported a position in Boeing in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Boeing position peaked at $401K in Q4 2019.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.