Royal Capital Wealth Management’s Boeing BA Stock Holding History

Royal Capital 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 Q2	–	Sell	-1,961	Closed	-$378K	–	93
2024 Q1	$378K	Buy	1,961 +100	+5%	+$20.5K	0.3%	56
2023 Q4	$485K	Hold	1,861	–	–	0.42%	48
2023 Q3	$357K	Hold	1,861	–	–	0.34%	55
2023 Q2	$393K	Hold	1,861	–	–	0.37%	52
2023 Q1	$395K	Buy	1,861 +276	+17%	+$57.3K	0.4%	52
2022 Q4	$302K	Buy	+1,585	New	+$259K	0.32%	65
2022 Q3	–	Sell	-1,600	Closed	-$219K	–	88
2022 Q2	$219K	Buy	1,600 +175	+12%	+$25.8K	0.24%	86
2022 Q1	$273K	Sell	1,425 -15	-1%	-$3.01K	0.27%	82
2021 Q4	$290K	Buy	+1,440	New	+$304K	0.28%	80

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Capital Wealth Management's BA Position: Q2 2024 in Review

Royal Capital Wealth Management sold out of Boeing (BA) in Q2 2024, closing a stake of 1,961 shares — an estimated $378K sold.

Royal Capital Wealth Management first reported a position in BA in Q4 2021 and held it in 9 quarters. The position peaked at $485K in Q4 2023. 2,074 funds tracked by Wall St. Rank hold BA as of Q2 2024.

Royal Capital Wealth Management reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
Royal Capital Wealth Management sold 1,961 Boeing shares in Q2 2024, an estimated $378K.
Royal Capital Wealth Management first reported a position in Boeing in Q4 2021 and held it in 9 quarters.
Royal Capital Wealth Management's Boeing position peaked at $485K in Q4 2023.
2,074 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Royal Capital Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.