Scott Capital Advisors’s Boeing BA Stock Holding History

Scott Capital 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
2024 Q4	–	Sell	-1,557	Closed	-$237K	–	49
2024 Q3	$237K	Buy	1,557 +221	+17%	+$37.9K	0.07%	49
2024 Q2	$245K	Hold	1,336	–	–	0.07%	46
2024 Q1	$238K	Sell	1,336 -302	-18%	-$62.1K	0.07%	45
2023 Q4	$427K	Hold	1,638	–	–	0.14%	37
2023 Q3	$303K	Buy	1,638 +100	+7%	+$21.9K	0.12%	38
2023 Q2	$325K	Hold	1,538	–	–	0.14%	39
2023 Q1	$327K	Sell	1,538 -539	-26%	-$112K	0.16%	37
2022 Q4	$396K	Sell	2,077 -59	-3%	-$9.65K	0.22%	32
2022 Q3	$259K	Sell	2,136 -50	-2%	-$7.67K	0.18%	32
2022 Q2	$299K	Sell	2,186 -551	-20%	-$81.3K	0.2%	33
2022 Q1	$524K	Buy	2,737 +226	+9%	+$45.4K	0.31%	30
2021 Q4	$506K	Buy	+2,511	New	+$531K	0.31%	24

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

Scott Capital Advisors's BA Position: Q4 2024 in Review

Scott Capital Advisors sold out of Boeing (BA) in Q4 2024, closing a stake of 1,557 shares — an estimated $237K sold.

Scott Capital Advisors first reported a position in BA in Q4 2021 and held it in 12 quarters. The position peaked at $524K in Q1 2022. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

Scott Capital Advisors reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
Scott Capital Advisors sold 1,557 Boeing shares in Q4 2024, an estimated $237K.
Scott Capital Advisors first reported a position in Boeing in Q4 2021 and held it in 12 quarters.
Scott Capital Advisors's Boeing position peaked at $524K in Q1 2022.
2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Scott Capital Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.