Simplicity Solutions’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.6M | Sell |
17,646
-406
| -2% | -$86.8K | 0.13% | 147 |
|
|
2023
Q3 | $3.46M | Sell |
18,052
-3,834
| -18% | -$839K | 0.11% | 171 |
|
|
2023
Q2 | $4.62M | Sell |
21,886
-13,048
| -37% | -$2.71M | 0.13% | 156 |
|
|
2023
Q1 | $7.42M | Buy |
34,934
+26,965
| +338% | +$5.6M | 0.19% | 102 |
|
|
2022
Q4 | $1.52M | Buy |
7,969
+175
| +2% | +$28.6K | 0.21% | 116 |
|
|
2022
Q3 | $943K | Buy |
7,794
+4,254
| +120% | +$652K | 0.14% | 181 |
|
|
2022
Q2 | $484K | Sell |
3,540
-371
| -9% | -$54.7K | 0.06% | 308 |
|
|
2022
Q1 | $749K | Sell |
3,911
-801
| -17% | -$161K | 0.09% | 230 |
|
|
2021
Q4 | $948K | Buy |
4,712
+2,266
| +93% | +$479K | 0.11% | 232 |
|
|
2021
Q3 | $538K | Buy |
2,446
+214
| +10% | +$47.7K | 0.08% | 269 |
|
|
2021
Q2 | $535K | Buy |
2,232
+459
| +26% | +$111K | 0.11% | 212 |
|
|
2021
Q1 | $452K | Sell |
1,773
-19,860
| -92% | -$4.41M | 0.1% | 225 |
|
|
2020
Q4 | $4.63M | Sell |
21,633
-1,926
| -8% | -$370K | 0.07% | 241 |
|
|
2020
Q3 | $3.89M | Buy |
23,559
+4,337
| +23% | +$739K | 0.07% | 228 |
|
|
2020
Q2 | $3.52M | Sell |
19,222
-10,649
| -36% | -$1.64M | 0.07% | 218 |
|
|
2020
Q1 | $4.46M | Buy |
29,871
+22,852
| +326% | +$6.26M | 0.14% | 130 |
|
|
2019
Q4 | $2.29M | Buy |
7,019
+1,575
| +29% | +$558K | 0.07% | 222 |
|
|
2019
Q3 | $2.07M | Buy |
5,444
+1,088
| +25% | +$389K | 0.08% | 186 |
|
|
2019
Q2 | $1.59M | Sell |
4,356
-15,468
| -78% | -$5.64M | 0.07% | 187 |
|
|
2019
Q1 | $6.69M | Buy |
19,824
+4,276
| +28% | +$1.65M | 0.4% | 55 |
|
|
2018
Q4 | $5.01M | Buy |
15,548
+13,771
| +775% | +$4.76M | 0.65% | 33 |
|
|
2018
Q3 | $661K | Buy |
1,777
+448
| +34% | +$157K | 0.04% | 220 |
|
|
2018
Q2 | $446K | Buy |
+1,329
| New | +$457K | 0.03% | 276 |
|
|
2018
Q1 | – | Sell |
-861
| Closed | -$254K | – | 369 |
|
|
2017
Q4 | $254K | Buy |
+861
| New | +$233K | 0.02% | 317 |
|
|
2017
Q3 | – | Sell |
-1,468
| Closed | -$290K | – | 219 |
|
|
2017
Q2 | $290K | Buy |
1,468
+72
| +5% | +$13.4K | 0.03% | 325 |
|
|
2017
Q1 | $247K | Sell |
1,396
-890
| -39% | -$152K | 0.04% | 332 |
|
|
2016
Q4 | $356K | Buy |
2,286
+199
| +10% | +$29.1K | 0.08% | 238 |
|
|
2016
Q3 | $275K | Buy |
+2,087
| New | +$275K | 0.13% | 195 |
|
|
2016
Q1 | – | Sell |
-4,188
| Closed | -$606K | – | 221 |
|
|
2015
Q4 | $606K | Buy |
+4,188
| New | +$603K | 0.07% | 397 |
|
Other funds holding BA
Simplicity Solutions's BA Position: Q4 2023 in Review
Simplicity Solutions reduced its Boeing (BA) stake by 2.2% in Q4 2023, selling an estimated $86.8K and leaving 17,646 shares worth $4.6M. The position accounts for 0.13% of the portfolio, ranked #147.
Simplicity Solutions first reported a position in BA in Q4 2015 and has held it in 29 quarters since. The position peaked at $7.42M in Q1 2023. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.
- Simplicity Solutions held 17,646 shares of Boeing worth $4.6M as of Q4 2023.
- Simplicity Solutions sold 406 Boeing shares in Q4 2023, an estimated $86.8K.
- Boeing made up 0.13% of Simplicity Solutions's portfolio in Q4 2023, its #147 holding.
- Simplicity Solutions first reported a position in Boeing in Q4 2015 and has held it in 29 quarters since.
- Simplicity Solutions's Boeing position peaked at $7.42M in Q1 2023.
- 2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.
Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.