Sheets Smith Wealth Management’s Boeing BA Stock Holding History

Sheets Smith Wealth Management’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 Q1	–	Sell	-2,274	Closed	-$593K	–	380
2023 Q4	$593K	Buy	+2,274	New	+$486K	0.08%	191
2020 Q1	–	Sell	-2,326	Closed	-$758K	–	277
2019 Q4	$758K	Sell	2,326 -46	-2%	-$16.3K	0.14%	150
2019 Q3	$902K	Buy	2,372 +13	+0.6%	+$4.65K	0.19%	131
2019 Q2	$859K	Sell	2,359 -2,333	-50%	-$851K	0.18%	143
2019 Q1	$1.79M	Buy	4,692 +1,060	+29%	+$408K	0.39%	78
2018 Q4	$1.17M	Sell	3,632 -1,580	-30%	-$546K	0.32%	88
2018 Q3	$1.94M	Buy	5,212 +28	+0.5%	+$9.84K	0.4%	65
2018 Q2	$1.74M	Buy	5,184 +493	+11%	+$170K	0.41%	63
2018 Q1	$1.54M	Buy	4,691 +1,030	+28%	+$348K	0.37%	76
2017 Q4	$1.08M	Sell	3,661 -13	-0.4%	-$3.52K	0.25%	110
2017 Q3	$934K	Buy	3,674 +21	+0.6%	+$4.89K	0.24%	116
2017 Q2	$722K	Buy	3,653 +48	+1%	+$8.94K	0.19%	135
2017 Q1	$638K	Buy	+3,605	New	+$614K	0.17%	157

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 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 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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return