Sweet Financial Partners’s Boeing BA Stock Holding History

Sweet Financial Partners’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 Q3	$1.57M	Sell	10,341 -10	-0.1%	-$1.72K	0.34%	65
2024 Q2	$1.88M	Buy	10,351 +2,445	+31%	+$436K	0.43%	52
2024 Q1	$1.53M	Buy	7,906 +365	+5%	+$75K	0.35%	64
2023 Q4	$1.97M	Sell	7,541 -232	-3%	-$49.6K	0.47%	46
2023 Q3	$1.49M	Buy	+7,773	New	+$1.7M	0.39%	55
2023 Q2	–	Sell	-7,806	Closed	-$1.62M	–	178
2023 Q1	$1.66M	Sell	7,806 -610	-7%	-$127K	0.46%	37
2022 Q4	$1.6M	Buy	8,416 +1,056	+14%	+$173K	0.47%	30
2022 Q3	$891K	Buy	7,360 +441	+6%	+$67.6K	0.28%	53
2022 Q2	$946K	Buy	6,919 +1,786	+35%	+$263K	0.3%	47
2022 Q1	$983K	Buy	5,133 +501	+11%	+$101K	0.26%	48
2021 Q4	$933K	Buy	+4,632	New	+$979K	0.39%	36

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 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

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

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