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Sound View Wealth Advisors Group’s Boeing BA Stock Holding History

Sound View Wealth Advisors Group’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
2026
Q1 		$253K Buy
1,271
+82
+7% +$18.7K 0.02% 370
2025
Q4 		$258K Sell
1,189
-147
-11% -$30.2K 0.02% 366
2025
Q3 		$288K Buy
1,336
+335
+33% +$75.5K 0.02% 359
2025
Q2 		$210K Buy
+1,001
New +$189K 0.02% 401
2021
Q2 		– Sell
-886
Closed -$226K – 285
2021
Q1 		$226K Sell
886
-292
-25% -$64.9K 0.05% 247
2020
Q4 		$252K Buy
+1,178
New +$226K 0.06% 225
2020
Q1 		– Sell
-4,977
Closed -$1.62M – 216
2019
Q4 		$1.62M Sell
4,977
-177
-3% -$62.7K 0.46% 67
2019
Q3 		$1.96M Sell
5,154
-524
-9% -$187K 0.58% 56
2019
Q2 		$2.07M Buy
+5,678
New +$2.07M 0.61% 52

Other funds holding BA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return