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Spotlight Asset Group’s Boeing BA Stock Holding History

Spotlight Asset 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
2024
Q2 		$91K Sell
500
-100
-17% -$17.8K 0.06% 111
2024
Q1 		$116K Buy
+600
New +$123K 0.08% 100
2020
Q4 		– Sell
-705
Closed -$117K – 139
2020
Q3 		$117K Sell
705
-503
-42% -$85.7K 0.05% 139
2020
Q2 		$221K Buy
+1,208
New +$186K 0.09% 119

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spotlight Asset Group's BA Position: Q2 2024 in Review

Spotlight Asset Group reduced its Boeing (BA) stake by 17% in Q2 2024, selling an estimated $17.8K and leaving 500 shares worth $91K. The position accounts for 0.06% of the portfolio, ranked #111.

Spotlight Asset Group first reported a position in BA in Q2 2020 and has held it in 4 quarters since. The position peaked at $221K in Q2 2020. 2,074 funds tracked by Wall St. Rank hold BA as of Q2 2024.

  • Spotlight Asset Group held 500 shares of Boeing worth $91K as of Q2 2024.
  • Spotlight Asset Group sold 100 Boeing shares in Q2 2024, an estimated $17.8K.
  • Boeing made up 0.06% of Spotlight Asset Group's portfolio in Q2 2024, its #111 holding.
  • Spotlight Asset Group first reported a position in Boeing in Q2 2020 and has held it in 4 quarters since.
  • Spotlight Asset Group's Boeing position peaked at $221K in Q2 2020.
  • 2,074 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.