River Street Advisors’s Boeing BA Stock Holding History

River Street 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 Q1	–	Sell	-933	Closed	-$243K	–	129
2023 Q4	$243K	Buy	+933	New	+$200K	0.19%	111
2023 Q3	–	Sell	-1,033	Closed	-$218K	–	109
2023 Q2	$218K	Hold	1,033	–	–	0.21%	105
2023 Q1	$219K	Sell	1,033 -100	-9%	-$20.8K	0.22%	107
2022 Q4	$216K	Buy	+1,133	New	+$185K	0.23%	103

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

River Street Advisors's BA Position: Q1 2024 in Review

River Street Advisors sold out of Boeing (BA) in Q1 2024, closing a stake of 933 shares — an estimated $243K sold.

River Street Advisors first reported a position in BA in Q4 2022 and held it in 4 quarters. The position peaked at $243K in Q4 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

River Street Advisors reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
River Street Advisors sold 933 Boeing shares in Q1 2024, an estimated $243K.
River Street Advisors first reported a position in Boeing in Q4 2022 and held it in 4 quarters.
River Street Advisors's Boeing position peaked at $243K in Q4 2023.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on River Street Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.