SWM
BA icon

Scissortail Wealth Management’s Boeing BA Stock Holding History

Scissortail 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
Q1 		– Sell
-3,122
Closed -$641K – 130
2023
Q4 		$641K Buy
+3,122
New +$668K 0.2% 90
2022
Q3 		– Sell
-505
Closed -$102K – 87
2022
Q2 		$102K Buy
+505
New +$74.5K 0.04% 120
2022
Q1 		– Sell
-505
Closed -$102K – 92
2021
Q4 		$102K Buy
+505
New +$107K 0.04% 120

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Scissortail Wealth Management's BA Position: Q1 2024 in Review

Scissortail Wealth Management sold out of Boeing (BA) in Q1 2024, closing a stake of 3,122 shares — an estimated $641K sold.

Scissortail Wealth Management first reported a position in BA in Q4 2021 and held it in 3 quarters. The position peaked at $641K in Q4 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Scissortail Wealth Management reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Scissortail Wealth Management sold 3,122 Boeing shares in Q1 2024, an estimated $641K.
  • Scissortail Wealth Management first reported a position in Boeing in Q4 2021 and held it in 3 quarters.
  • Scissortail Wealth Management's Boeing position peaked at $641K in Q4 2023.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.