Signify Wealth’s Boeing BA Stock Holding History

Signify Wealth’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	-1,020	Closed	-$215K	–	38
2023 Q2	$215K	Buy	1,020 +20	+2%	+$4.15K	0.19%	28
2023 Q1	$212K	Buy	+1,000	New	+$208K	0.19%	26

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Signify Wealth's BA Position: Q3 2023 in Review

Signify Wealth sold out of Boeing (BA) in Q3 2023, closing a stake of 1,020 shares — an estimated $215K sold.

Signify Wealth first reported a position in BA in Q1 2023 and held it in 2 quarters. The position peaked at $215K in Q2 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q3 2023.

Signify Wealth reported no remaining Boeing position as of Q3 2023 after selling out during the quarter.
Signify Wealth sold 1,020 Boeing shares in Q3 2023, an estimated $215K.
Signify Wealth first reported a position in Boeing in Q1 2023 and held it in 2 quarters.
Signify Wealth's Boeing position peaked at $215K in Q2 2023.
2,194 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on Signify Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.