Ropes Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.24M | Sell |
6,465
-333
| -5% | -$72.9K | 0.24% | 91 |
|
|
2023
Q2 | $1.44M | Buy |
6,798
+74
| +1% | +$15.4K | 0.24% | 96 |
|
|
2023
Q1 | $1.43M | Sell |
6,724
-24
| -0.4% | -$4.99K | 0.26% | 94 |
|
|
2022
Q4 | $1.29M | Buy |
6,748
+732
| +12% | +$120K | 0.23% | 98 |
|
|
2022
Q3 | $728K | Sell |
6,016
-52
| -0.9% | -$7.97K | 0.15% | 126 |
|
|
2022
Q2 | $830K | Sell |
6,068
-61
| -1% | -$9K | 0.17% | 121 |
|
|
2022
Q1 | $1.17M | Sell |
6,129
-100
| -2% | -$20.1K | 0.2% | 110 |
|
|
2021
Q4 | $1.25M | Sell |
6,229
-1,481
| -19% | -$313K | 0.22% | 98 |
|
|
2021
Q3 | $1.7M | Buy |
7,710
+148
| +2% | +$33K | 0.27% | 78 |
|
|
2021
Q2 | $1.81M | Buy |
7,562
+155
| +2% | +$37.5K | 0.29% | 79 |
|
|
2021
Q1 | $1.7M | Sell |
7,407
-80
| -1% | -$17.8K | 0.3% | 82 |
|
|
2020
Q4 | $1.6M | Sell |
7,487
-513
| -6% | -$98.6K | 0.25% | 76 |
|
|
2020
Q3 | $1.32M | Buy |
8,000
+115
| +1% | +$19.6K | 0.26% | 72 |
|
|
2020
Q2 | $1.45M | Buy |
7,885
+595
| +8% | +$91.5K | 0.29% | 67 |
|
|
2020
Q1 | $1.09M | Sell |
7,290
-1,307
| -15% | -$358K | 0.28% | 69 |
|
|
2019
Q4 | $2.8M | Buy |
8,597
+270
| +3% | +$95.6K | 0.6% | 38 |
|
|
2019
Q3 | $3.17M | Buy |
8,327
+77
| +0.9% | +$27.5K | 0.67% | 35 |
|
|
2019
Q2 | $3M | Sell |
8,250
-67
| -0.8% | -$24.4K | 0.63% | 36 |
|
|
2019
Q1 | $3.17M | Buy |
8,317
+240
| +3% | +$92.4K | 0.84% | 33 |
|
|
2018
Q4 | $2.6M | Sell |
8,077
-569
| -7% | -$197K | 0.75% | 35 |
|
|
2018
Q3 | $3.21M | Buy |
8,646
+41
| +0.5% | +$14.4K | 0.79% | 33 |
|
|
2018
Q2 | $2.89M | Buy |
8,605
+686
| +9% | +$236K | 0.78% | 33 |
|
|
2018
Q1 | $2.6M | Sell |
7,919
-356
| -4% | -$120K | 0.71% | 34 |
|
|
2017
Q4 | $2.44M | Sell |
8,275
-128
| -2% | -$34.7K | 0.64% | 40 |
|
|
2017
Q3 | $2.14M | Sell |
8,403
-90
| -1% | -$21K | 0.58% | 47 |
|
|
2017
Q2 | $1.68M | Buy |
8,493
+55
| +0.7% | +$10.2K | 0.48% | 54 |
|
|
2017
Q1 | $1.49M | Buy |
8,438
+10
| +0.1% | +$1.7K | 0.43% | 58 |
|
|
2016
Q4 | $1.31M | Buy |
8,428
+130
| +2% | +$19K | 0.41% | 57 |
|
|
2016
Q3 | $1.09M | Sell |
8,298
-41
| -0.5% | -$5.4K | 0.37% | 61 |
|
|
2016
Q2 | $1.08M | Buy |
8,339
+9
| +0.1% | +$1.17K | 0.38% | 56 |
|
|
2016
Q1 | $1.06M | Buy |
8,330
+2,696
| +48% | +$335K | 0.47% | 50 |
|
|
2015
Q4 | $815K | Buy |
5,634
+19
| +0.3% | +$2.74K | 0.36% | 59 |
|
|
2015
Q3 | $735K | Buy |
5,615
+257
| +5% | +$35.6K | 0.39% | 51 |
|
|
2015
Q2 | $743K | Sell |
5,358
-1,638
| -23% | -$239K | 0.4% | 53 |
|
|
2015
Q1 | $1.05M | Buy |
+6,996
| New | +$1.02M | 0.54% | 45 |
|
Other funds holding BA
Ropes Wealth Advisors's BA Position: Q3 2023 in Review
Ropes Wealth Advisors reduced its Boeing (BA) stake by 4.9% in Q3 2023, selling an estimated $72.9K and leaving 6,465 shares worth $1.24M. The position accounts for 0.24% of the portfolio, ranked #91.
Ropes Wealth Advisors first reported a position in BA in Q1 2015 and has held it in 35 quarters since. The position peaked at $3.21M in Q3 2018. 2,194 funds tracked by Wall St. Rank hold BA as of Q3 2023.
- Ropes Wealth Advisors held 6,465 shares of Boeing worth $1.24M as of Q3 2023.
- Ropes Wealth Advisors sold 333 Boeing shares in Q3 2023, an estimated $72.9K.
- Boeing made up 0.24% of Ropes Wealth Advisors's portfolio in Q3 2023, its #91 holding.
- Ropes Wealth Advisors first reported a position in Boeing in Q1 2015 and has held it in 35 quarters since.
- Ropes Wealth Advisors's Boeing position peaked at $3.21M in Q3 2018.
- 2,194 funds tracked by Wall St. Rank held Boeing as of Q3 2023.
Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.