SHFP
BA icon

Second Half Financial Partners’s Boeing BA Stock Holding History

Second Half Financial Partners’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
-1,013
Closed -$214K – 47
2023
Q2 		$214K Buy
+1,013
New +$210K 0.05% 142

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Second Half Financial Partners's BA Position: Q3 2023 in Review

Second Half Financial Partners sold out of Boeing (BA) in Q3 2023, closing a stake of 1,013 shares — an estimated $214K sold.

Second Half Financial Partners first reported a position in BA in Q2 2023 and held it in 1 quarter. The position peaked at $214K in Q2 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q3 2023.

  • Second Half Financial Partners reported no remaining Boeing position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 1,013 Boeing shares in Q3 2023, an estimated $214K.
  • Second Half Financial Partners first reported a position in Boeing in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Boeing position peaked at $214K in Q2 2023.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.