SYSTM Wealth Solutions’s Boeing BA Stock Holding History

SYSTM Wealth Solutions’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	$1.06K	Sell	7 -729	-99%	-$125K	0.03%	74
2024 Q2	$134K	Sell	736 -5,033	-87%	-$897K	0.03%	223
2024 Q1	$1.11M	Sell	5,769 -1,088	-16%	-$224K	0.14%	183
2023 Q4	$1.79M	Buy	6,857 +3,779	+123%	+$808K	0.25%	117
2023 Q3	$590K	Sell	3,078 -191	-6%	-$41.8K	0.09%	264
2023 Q2	$690K	Buy	3,269 +250	+8%	+$51.9K	0.09%	266
2023 Q1	$641K	Sell	3,019 -6,012	-67%	-$1.25M	0.1%	253
2022 Q4	$1.72M	Buy	+9,031	New	+$1.48M	0.21%	132

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SYSTM Wealth Solutions's BA Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Boeing (BA) stake by 99% in Q3 2024, selling an estimated $125K and leaving 7 shares worth $1.06K. The position accounts for 0.03% of the portfolio, ranked #74.

SYSTM Wealth Solutions first reported a position in BA in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.79M in Q4 2023. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

SYSTM Wealth Solutions held 7 shares of Boeing worth $1.06K as of Q3 2024.
SYSTM Wealth Solutions sold 729 Boeing shares in Q3 2024, an estimated $125K.
Boeing made up 0.03% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #74 holding.
SYSTM Wealth Solutions first reported a position in Boeing in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Boeing position peaked at $1.79M in Q4 2023.
1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.