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Sutton Wealth Advisors’s Boeing BA Stock Holding History

Sutton Wealth Advisors’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
Q3 		$75.7K Buy
395
+32
+9% +$7K 0.04% 193
2023
Q2 		$76.7K Sell
363
-317
-47% -$65.8K 0.04% 193
2023
Q1 		$144K Sell
680
-714
-51% -$148K 0.08% 131
2022
Q4 		$266K Sell
1,394
-86
-6% -$14.1K 0.1% 145
2022
Q3 		$179K Sell
1,480
-40
-3% -$6.13K 0.07% 180
2022
Q2 		$208K Buy
1,520
+17
+1% +$2.51K 0.08% 163
2022
Q1 		$288K Sell
1,503
-20
-1% -$4.01K 0.1% 143
2021
Q4 		$307K Sell
1,523
-222
-13% -$46.9K 0.1% 132
2021
Q3 		$384K Buy
1,745
+14
+0.8% +$3.12K 0.14% 109
2021
Q2 		$415K Buy
1,731
+6
+0.3% +$1.45K 0.15% 104
2021
Q1 		$439K Buy
1,725
+16
+0.9% +$3.56K 0.17% 91
2020
Q4 		$366K Buy
1,709
+36
+2% +$6.92K 0.16% 107
2020
Q3 		$276K Sell
1,673
-242
-13% -$41.2K 0.13% 117
2020
Q2 		$351K Sell
1,915
-267
-12% -$41K 0.18% 95
2020
Q1 		$325K Buy
2,182
+248
+13% +$67.9K 0.2% 85
2019
Q4 		$630K Buy
1,934
+671
+53% +$238K 0.32% 55
2019
Q3 		$481K Buy
1,263
+24
+2% +$8.58K 0.27% 63
2019
Q2 		$451K Buy
1,239
+67
+6% +$24.4K 0.26% 70
2019
Q1 		$447K Buy
1,172
+15
+1% +$5.77K 0.26% 64
2018
Q4 		$373K Sell
1,157
-33
-3% -$11.4K 0.24% 70
2018
Q3 		$443K Hold
1,190
– – 0.29% 59
2018
Q2 		$399K Hold
1,190
– – 0.28% 60
2018
Q1 		$390K Buy
1,190
+16
+1% +$5.41K 0.28% 61
2017
Q4 		$346K Sell
1,174
-29
-2% -$7.85K 0.25% 69
2017
Q3 		$306K Hold
1,203
– – 0.23% 76
2017
Q2 		$238K Hold
1,203
– – 0.19% 92
2017
Q1 		$213K Hold
1,203
– – 0.18% 97
2016
Q4 		$187K Sell
1,203
-30
-2% -$4.38K 0.17% 108
2016
Q3 		$162K Hold
1,233
– – 0.15% 119
2016
Q2 		$160K Buy
1,233
+69
+6% +$8.99K 0.15% 115
2016
Q1 		$148K Buy
+1,164
New +$144K 0.14% 126

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Sutton Wealth Advisors's BA Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Boeing (BA) stake by 8.8% in Q3 2023, buying an estimated $7K and bringing the position to 395 shares worth $75.7K. The position accounts for 0.04% of the portfolio, ranked #193.

Sutton Wealth Advisors first reported a position in BA in Q1 2016 and has held it in 31 quarters since. The position peaked at $630K in Q4 2019. 2,195 funds tracked by Wall St. Rank hold BA as of Q3 2023.

  • Sutton Wealth Advisors held 395 shares of Boeing worth $75.7K as of Q3 2023.
  • Sutton Wealth Advisors bought 32 Boeing shares in Q3 2023, an estimated $7K.
  • Boeing made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #193 holding.
  • Sutton Wealth Advisors first reported a position in Boeing in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Boeing position peaked at $630K in Q4 2019.
  • 2,195 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.