Sanctuary Wealth Management’s Boeing BA Stock Holding History

Sanctuary 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 Q4	$17.7K	Sell	100 -353	-78%	-$55.4K	0.01%	144
2024 Q3	$68.9K	Hold	453	–	–	0.05%	77
2024 Q2	$82.5K	Hold	453	–	–	0.06%	69
2024 Q1	$87.4K	Sell	453 -269	-37%	-$55.3K	0.07%	69
2023 Q4	$188K	Buy	722 +20	+3%	+$4.28K	0.18%	38
2023 Q3	$135K	Buy	702 +70	+11%	+$15.3K	0.15%	41
2023 Q2	$133K	Buy	+632	New	+$131K	0.14%	40
2022 Q4	$120K	Buy	+632	New	+$103K	0.14%	36
2019 Q3	–	Sell	-1,720	Closed	-$626K	–	27
2019 Q2	$626K	Buy	1,720 +62	+4%	+$22.6K	0.58%	13
2019 Q1	$535K	Hold	1,658	–	–	0.55%	9
2018 Q4	$535K	Hold	1,658	–	–	0.55%	9
2018 Q3	$617K	Hold	1,658	–	–	0.54%	10
2018 Q2	$556K	Hold	1,658	–	–	0.48%	11
2018 Q1	$544K	Hold	1,658	–	–	0.46%	11
2017 Q4	$489K	Buy	+1,658	New	+$449K	0.45%	10

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Sanctuary Wealth Management's BA Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its Boeing (BA) stake by 78% in Q4 2024, selling an estimated $55.4K and leaving 100 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #144.

Sanctuary Wealth Management first reported a position in BA in Q4 2017 and has held it in 15 quarters since. The position peaked at $626K in Q2 2019. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

Sanctuary Wealth Management held 100 shares of Boeing worth $17.7K as of Q4 2024.
Sanctuary Wealth Management sold 353 Boeing shares in Q4 2024, an estimated $55.4K.
Boeing made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #144 holding.
Sanctuary Wealth Management first reported a position in Boeing in Q4 2017 and has held it in 15 quarters since.
Sanctuary Wealth Management's Boeing position peaked at $626K in Q2 2019.
2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.