Symmetry Peak Management’s Boeing BA Stock Holding History

Symmetry Peak Management’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
2025 Q3	–	Sell	-4,900	Closed	-$1.03M	–	128
2025 Q2	$1.03M	Buy	+4,900	New	+$926K	0.49%	39
2023 Q2	–	Sell	-5,000	Closed	-$1.06M	–	122
2023 Q1	$1.06M	Sell	5,000 -2,500	-33%	-$519K	0.23%	38
2022 Q4	$1.43M	Buy	+7,500	New	+$1.23M	0.7%	26
2021 Q4	–	Sell	-35,000	Closed	-$7.7M	–	13
2021 Q3	$7.7M	Buy	35,000 +32,500	+1,300%	+$7.25M	8.17%	3
2021 Q2	$599K	Buy	+2,500	New	+$604K	2.09%	18

Other funds holding BA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Symmetry Peak Management's BA Position: Q1 2023 in Review

Symmetry Peak Management sold out of Boeing (BA) in Q1 2023, closing a stake of 750 shares — an estimated $156K sold.

Symmetry Peak Management first reported a position in BA in Q3 2019 and held it in 2 quarters. The position peaked at $380K in Q3 2019. 2,192 funds tracked by Wall St. Rank hold BA as of Q1 2023.

Symmetry Peak Management reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
Symmetry Peak Management sold 750 Boeing shares in Q1 2023, an estimated $156K.
Symmetry Peak Management first reported a position in Boeing in Q3 2019 and held it in 2 quarters.
Symmetry Peak Management's Boeing position peaked at $380K in Q3 2019.
2,192 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on Symmetry Peak Management's 13F filing for Q1 2023, filed 15 May 2023.