Sonoma Private Wealth’s Boeing BA Stock Holding History

Sonoma Private 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
2024 Q1	–	Sell	-2,686	Closed	-$700K	–	89
2023 Q4	$700K	Buy	+2,686	New	+$574K	1.16%	30

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 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

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

Sonoma Private Wealth's BA Position: Q1 2024 in Review

Sonoma Private Wealth sold out of Boeing (BA) in Q1 2024, closing a stake of 2,686 shares — an estimated $700K sold.

Sonoma Private Wealth first reported a position in BA in Q4 2023 and held it in 1 quarter. The position peaked at $700K in Q4 2023. 2,195 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Sonoma Private Wealth reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Sonoma Private Wealth sold 2,686 Boeing shares in Q1 2024, an estimated $700K.
Sonoma Private Wealth first reported a position in Boeing in Q4 2023 and held it in 1 quarter.
Sonoma Private Wealth's Boeing position peaked at $700K in Q4 2023.
2,195 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Sonoma Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.