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Successful Portfolios’s Boeing BA Stock Holding History

Successful Portfolios’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
Q2 		– Sell
-2,277
Closed -$484K – 156
2023
Q1 		$484K Sell
2,277
-180
-7% -$37.4K 0.3% 80
2022
Q4 		$468K Sell
2,457
-23
-0.9% -$3.76K 0.31% 87
2022
Q3 		$300K Buy
2,480
+176
+8% +$27K 0.22% 124
2022
Q2 		$315K Buy
2,304
+9
+0.4% +$1.33K 0.21% 121
2022
Q1 		$440K Buy
2,295
+230
+11% +$46.2K 0.25% 105
2021
Q4 		$416K Sell
2,065
-23
-1% -$4.86K 0.23% 112
2021
Q3 		$459K Sell
2,088
-46
-2% -$10.3K 0.27% 99
2021
Q2 		$511K Sell
2,134
-61
-3% -$14.7K 0.31% 84
2021
Q1 		$559K Sell
2,195
-62
-3% -$13.8K 0.37% 73
2020
Q4 		$483K Sell
2,257
-259
-10% -$49.8K 0.35% 78
2020
Q3 		$416K Sell
2,516
-347
-12% -$59.1K 0.33% 83
2020
Q2 		$525K Buy
2,863
+128
+5% +$19.7K 0.46% 64
2020
Q1 		$408K Buy
2,735
+961
+54% +$263K 0.41% 73
2019
Q4 		$578K Buy
1,774
+217
+14% +$76.8K 0.51% 53
2019
Q3 		$592K Buy
1,557
+383
+33% +$137K 0.56% 51
2019
Q2 		$427K Buy
1,174
+283
+32% +$103K 0.46% 67
2019
Q1 		$340K Buy
891
+246
+38% +$94.7K 0.37% 84
2018
Q4 		$208K Sell
645
-71
-10% -$24.5K 0.27% 113
2018
Q3 		$266K Buy
716
+110
+18% +$38.6K 0.29% 106
2018
Q2 		$203K Buy
+606
New +$208K 0.24% 125

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Successful Portfolios's BA Position: Q2 2023 in Review

Successful Portfolios sold out of Boeing (BA) in Q2 2023, closing a stake of 2,277 shares — an estimated $484K sold.

Successful Portfolios first reported a position in BA in Q2 2018 and held it in 20 quarters. The position peaked at $592K in Q3 2019. 2,227 funds tracked by Wall St. Rank hold BA as of Q2 2023.

  • Successful Portfolios reported no remaining Boeing position as of Q2 2023 after selling out during the quarter.
  • Successful Portfolios sold 2,277 Boeing shares in Q2 2023, an estimated $484K.
  • Successful Portfolios first reported a position in Boeing in Q2 2018 and held it in 20 quarters.
  • Successful Portfolios's Boeing position peaked at $592K in Q3 2019.
  • 2,227 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on Successful Portfolios's 13F filing for Q2 2023, filed 20 Jul 2023.