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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
2018
Q3 		– Sell
-1,000
Closed -$336K – 530
2018
Q2 		$336K Buy
+1,000
New +$344K 0.03% 339

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

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. 2,123 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.
  • 2,123 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.