Summit Wealth Group’s Boeing BA Stock Holding History

Summit Wealth 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 Q2	–	Sell	-97,293	Closed	–	–	93
2023 Q1	$0	Buy	+97,293	New	+$20.2M	﹤0.01%	162

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

Summit Wealth Group's BA Position: Q2 2023 in Review

Summit Wealth Group sold out of Boeing (BA) in Q2 2023, closing a stake of 97,293 shares.

Summit Wealth Group first reported a position in BA in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 2,227 funds tracked by Wall St. Rank hold BA as of Q2 2023.

Summit Wealth Group reported no remaining Boeing position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 97,293 Boeing shares in Q2 2023.
Summit Wealth Group first reported a position in Boeing in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Boeing position peaked at $0 in Q1 2023.
2,227 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.