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Sharp Financial Services’s Boeing BA Stock Holding History

Sharp Financial Services’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 		– Sell
-1,785
Closed -$316K – 90
2024
Q4 		$316K Sell
1,785
-85
-5% -$13.3K 0.24% 66
2024
Q3 		$284K Sell
1,870
-365
-16% -$62.6K 0.22% 75
2024
Q2 		$407K Buy
2,235
+655
+41% +$117K 0.35% 55
2024
Q1 		$305K Buy
+1,580
New +$325K 0.28% 72

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

Sharp Financial Services's BA Position: Q1 2025 in Review

Sharp Financial Services sold out of Boeing (BA) in Q1 2025, closing a stake of 1,785 shares — an estimated $316K sold.

Sharp Financial Services first reported a position in BA in Q1 2024 and held it in 4 quarters. The position peaked at $407K in Q2 2024. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

  • Sharp Financial Services reported no remaining Boeing position as of Q1 2025 after selling out during the quarter.
  • Sharp Financial Services sold 1,785 Boeing shares in Q1 2025, an estimated $316K.
  • Sharp Financial Services first reported a position in Boeing in Q1 2024 and held it in 4 quarters.
  • Sharp Financial Services's Boeing position peaked at $407K in Q2 2024.
  • 2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Sharp Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.