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Rockport Wealth’s Boeing BA Stock Holding History

Rockport Wealth’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
-1,351
Closed -$205K – 68
2024
Q3 		$205K Sell
1,351
-744
-36% -$128K 0.05% 69
2024
Q2 		$381K Sell
2,095
-64
-3% -$11.4K 0.16% 44
2024
Q1 		$416K Buy
+2,159
New +$444K 0.28% 42

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Rockport Wealth's BA Position: Q4 2024 in Review

Rockport Wealth sold out of Boeing (BA) in Q4 2024, closing a stake of 1,351 shares — an estimated $205K sold.

Rockport Wealth first reported a position in BA in Q1 2024 and held it in 3 quarters. The position peaked at $416K in Q1 2024. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • Rockport Wealth reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
  • Rockport Wealth sold 1,351 Boeing shares in Q4 2024, an estimated $205K.
  • Rockport Wealth first reported a position in Boeing in Q1 2024 and held it in 3 quarters.
  • Rockport Wealth's Boeing position peaked at $416K in Q1 2024.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Rockport Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.