Safeguard Financial’s Boeing BA Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-549	Closed	-$115K	–	111
2023 Q2	$115K	Buy	+549	New	+$114K	0.06%	92

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 World Investors Los Angeles, California $733B AUM 35.63% 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

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

Safeguard Financial's BA Position: Q3 2023 in Review

Safeguard Financial sold out of Boeing (BA) in Q3 2023, closing a stake of 549 shares — an estimated $115K sold.

Safeguard Financial first reported a position in BA in Q2 2023 and held it in 1 quarter. The position peaked at $115K in Q2 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q3 2023.

Safeguard Financial reported no remaining Boeing position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 549 Boeing shares in Q3 2023, an estimated $115K.
Safeguard Financial first reported a position in Boeing in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Boeing position peaked at $115K in Q2 2023.
2,194 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.