Sheaff Brock Investment Advisors’s Boeing BA Stock Holding History

Sheaff Brock 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	–	Hold	0	–	–	–	413
2024 Q4	–	Hold	0	–	–	–	412
2023 Q2	–	Sell	-8,500	Closed	-$1.81M	–	495
2023 Q1	$1.81M	Buy	8,500 +8,000	+1,600%	+$1.66M	0.17%	105
2022 Q4	$95.2K	Buy	+500	New	+$81.8K	0.01%	464
2020 Q1	–	Sell	-2,500	Closed	-$814K	–	419
2019 Q4	$814K	Buy	2,500 +1,000	+67%	+$354K	0.08%	179
2019 Q3	$571K	Buy	+1,500	New	+$536K	0.06%	221
2018 Q2	–	Sell	-1,000	Closed	-$328K	–	544
2018 Q1	$328K	Buy	+1,000	New	+$338K	0.03%	337

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Sheaff Brock Investment Advisors's BA Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Boeing (BA) position steady in Q1 2025 at 15,121 shares worth $2.58M. The position accounts for 0.24% of the portfolio, ranked #82.

Sheaff Brock Investment Advisors first reported a position in BA in Q4 2015 and has held it in 38 quarters since. The position peaked at $14.7M in Q3 2018. 2,124 funds tracked by Wall St. Rank hold BA as of Q1 2025.

Sheaff Brock Investment Advisors held 15,121 shares of Boeing worth $2.58M as of Q1 2025.
Sheaff Brock Investment Advisors left its Boeing share count unchanged in Q1 2025.
Boeing made up 0.24% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #82 holding.
Sheaff Brock Investment Advisors first reported a position in Boeing in Q4 2015 and has held it in 38 quarters since.
Sheaff Brock Investment Advisors's Boeing position peaked at $14.7M in Q3 2018.
2,124 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.