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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
2023
Q3 		– Sell
-7,773
Closed -$1.64M – 174
2023
Q2 		$1.64M Buy
+7,773
New +$1.61M 0.43% 51

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sweet Financial Partners's BA Position: Q3 2024 in Review

Sweet Financial Partners reduced its Boeing (BA) stake by 0.1% in Q3 2024, selling an estimated $1.72K and leaving 10,341 shares worth $1.57M. The position accounts for 0.34% of the portfolio, ranked #65.

Sweet Financial Partners first reported a position in BA in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.97M in Q4 2023. 1,959 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Sweet Financial Partners held 10,341 shares of Boeing worth $1.57M as of Q3 2024.
  • Sweet Financial Partners sold 10 Boeing shares in Q3 2024, an estimated $1.72K.
  • Boeing made up 0.34% of Sweet Financial Partners's portfolio in Q3 2024, its #65 holding.
  • Sweet Financial Partners first reported a position in Boeing in Q4 2021 and has held it in 11 quarters since.
  • Sweet Financial Partners's Boeing position peaked at $1.97M in Q4 2023.
  • 1,959 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.