StrategIQ Financial Group’s Boeing BA Stock Holding History

StrategIQ Financial 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
2023 Q4	$364K	Buy	1,396 +141	+11%	+$30.2K	0.04%	243
2023 Q3	$241K	Buy	1,255 +15	+1%	+$3.28K	0.03%	275
2023 Q2	$262K	Buy	1,240 +52	+4%	+$10.8K	0.03%	269
2023 Q1	$252K	Hold	1,188	–	–	0.03%	256
2022 Q4	$226K	Buy	+1,188	New	+$194K	0.03%	263
2022 Q2	–	Sell	-1,149	Closed	-$220K	–	283
2022 Q1	$220K	Sell	1,149 -6	-0.5%	-$1.2K	0.02%	281
2021 Q4	$232K	Buy	+1,155	New	+$244K	0.02%	270
2021 Q2	–	Sell	-785	Closed	-$200K	–	218
2021 Q1	$200K	Buy	+785	New	+$174K	0.04%	205

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

StrategIQ Financial Group's BA Position: Q4 2023 in Review

StrategIQ Financial Group increased its Boeing (BA) stake by 11% in Q4 2023, buying an estimated $30.2K and bringing the position to 1,396 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #243.

StrategIQ Financial Group first reported a position in BA in Q1 2021 and has held it in 8 quarters since. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

StrategIQ Financial Group held 1,396 shares of Boeing worth $364K as of Q4 2023.
StrategIQ Financial Group bought 141 Boeing shares in Q4 2023, an estimated $30.2K.
Boeing made up 0.04% of StrategIQ Financial Group's portfolio in Q4 2023, its #243 holding.
StrategIQ Financial Group first reported a position in Boeing in Q1 2021 and has held it in 8 quarters since.
2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.