Soundmark Wealth Management’s Boeing BA Stock Holding History

Soundmark 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 Q2	–	Sell	-4,205	Closed	-$811K	–	7
2024 Q1	$811K	Sell	4,205 -141	-3%	-$29K	0.36%	40
2023 Q4	$1.13M	Hold	4,346	–	–	0.56%	34
2023 Q3	$833K	Sell	4,346 -400	-8%	-$87.5K	0.46%	37
2023 Q2	$1M	Hold	4,746	–	–	0.56%	34
2023 Q1	$1.01M	Sell	4,746 -10	-0.2%	-$2.08K	0.6%	34
2022 Q4	$906K	Hold	4,756	–	–	0.58%	35
2022 Q3	$576K	Hold	4,756	–	–	0.4%	39
2022 Q2	$650K	Buy	4,756 +2,386	+101%	+$352K	0.46%	34
2022 Q1	$454K	Sell	2,370 -22	-0.9%	-$4.42K	0.32%	40
2021 Q4	$482K	Sell	2,392 -535	-18%	-$113K	0.33%	40
2021 Q3	$644K	Sell	2,927 -195	-6%	-$43.5K	0.23%	41
2021 Q2	$736K	Sell	3,122 -107	-3%	-$25.9K	0.3%	35
2021 Q1	$824K	Buy	3,229 +592	+22%	+$132K	0.45%	34
2020 Q4	$564K	Buy	+2,637	New	+$507K	0.36%	33

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Soundmark Wealth Management's BA Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Boeing (BA) in Q2 2024, closing a stake of 4,205 shares — an estimated $811K sold.

Soundmark Wealth Management first reported a position in BA in Q4 2020 and held it in 14 quarters. The position peaked at $1.13M in Q4 2023. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

Soundmark Wealth Management reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 4,205 Boeing shares in Q2 2024, an estimated $811K.
Soundmark Wealth Management first reported a position in Boeing in Q4 2020 and held it in 14 quarters.
Soundmark Wealth Management's Boeing position peaked at $1.13M in Q4 2023.
2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.