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Schechter Investment Advisors’s Boeing BA Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$301K Sell
1,764
-399
-18% -$69.1K 0.02% 473
2024
Q4 		$383K Sell
2,163
-980
-31% -$154K 0.03% 438
2024
Q3 		$478K Buy
3,143
+553
+21% +$94.8K 0.04% 405
2024
Q2 		$471K Sell
2,590
-236
-8% -$42.1K 0.04% 383
2024
Q1 		$545K Sell
2,826
-4,308
-60% -$885K 0.04% 358
2023
Q4 		$1.86M Buy
7,134
+2,736
+62% +$585K 0.16% 125
2023
Q3 		$843K Sell
4,398
-370
-8% -$81K 0.08% 250
2023
Q2 		$1.01M Buy
4,768
+87
+2% +$18.1K 0.09% 241
2023
Q1 		$994K Buy
4,681
+447
+11% +$92.9K 0.09% 258
2022
Q4 		$807K Buy
4,234
+907
+27% +$148K 0.07% 361
2022
Q3 		$402K Buy
3,327
+1,519
+84% +$233K 0.04% 579
2022
Q2 		$247K Sell
1,808
-128
-7% -$18.9K 0.02% 773
2022
Q1 		$372K Buy
1,936
+651
+51% +$131K 0.03% 624
2021
Q4 		$259K Buy
+1,285
New +$271K 0.02% 722

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Schechter Investment Advisors's BA Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Boeing (BA) stake by 18% in Q1 2025, selling an estimated $69.1K and leaving 1,764 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #473.

Schechter Investment Advisors first reported a position in BA in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.86M in Q4 2023. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

  • Schechter Investment Advisors held 1,764 shares of Boeing worth $301K as of Q1 2025.
  • Schechter Investment Advisors sold 399 Boeing shares in Q1 2025, an estimated $69.1K.
  • Boeing made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #473 holding.
  • Schechter Investment Advisors first reported a position in Boeing in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Boeing position peaked at $1.86M in Q4 2023.
  • 2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.