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RVW Wealth’s Boeing BA Stock Holding History

RVW 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
-1,350
Closed -$205K – 145
2024
Q3 		$205K Buy
+1,350
New +$231K 0.02% 148
2023
Q4 		– Sell
-585
Closed -$112K – 161
2023
Q3 		$112K Buy
+585
New +$128K 0.01% 172
2023
Q1 		– Sell
-1,705
Closed -$325K – 157
2022
Q4 		$325K Buy
+1,705
New +$279K 0.04% 119
2022
Q3 		– Sell
-1,482
Closed -$203K – 126
2022
Q2 		$203K Hold
1,482
– – 0.03% 123
2022
Q1 		$284K Sell
1,482
-126
-8% -$25.3K 0.03% 112
2021
Q4 		$324K Buy
1,608
+676
+73% +$143K 0.04% 107
2021
Q3 		$0 Hold
932
– – ﹤0.01% 90
2021
Q2 		$0 Hold
932
– – ﹤0.01% 82
2021
Q1 		$1M Buy
+932
New +$207K 0.13% 60

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

RVW Wealth's BA Position: Q4 2024 in Review

RVW Wealth sold out of Boeing (BA) in Q4 2024, closing a stake of 1,350 shares — an estimated $205K sold.

RVW Wealth first reported a position in BA in Q1 2021 and held it in 9 quarters. The position peaked at $1M in Q1 2021. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • RVW Wealth reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
  • RVW Wealth sold 1,350 Boeing shares in Q4 2024, an estimated $205K.
  • RVW Wealth first reported a position in Boeing in Q1 2021 and held it in 9 quarters.
  • RVW Wealth's Boeing position peaked at $1M in Q1 2021.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on RVW Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.