Syverson Strege & Co’s Boeing BA Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-36	Closed	-$7.57K	–	107
2023 Q1	$7.57K	Hold	36	–	–	﹤0.01%	285
2022 Q4	$6.79K	Hold	36	–	–	﹤0.01%	207
2022 Q3	$4K	Hold	36	–	–	﹤0.01%	218
2022 Q2	$5K	Hold	36	–	–	﹤0.01%	254
2022 Q1	$7K	Hold	36	–	–	0.01%	222
2021 Q4	$7K	Hold	36	–	–	0.01%	215
2021 Q3	$8K	Hold	36	–	–	0.01%	259
2021 Q2	$9K	Hold	36	–	–	0.01%	201
2021 Q1	$9K	Hold	36	–	–	0.01%	196
2020 Q4	$8K	Buy	+36	New	+$6.92K	0.01%	186

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Syverson Strege & Co's BA Position: Q2 2023 in Review

Syverson Strege & Co sold out of Boeing (BA) in Q2 2023, closing a stake of 36 shares — an estimated $7.57K sold.

Syverson Strege & Co first reported a position in BA in Q4 2020 and held it in 10 quarters. The position peaked at $9K in Q2 2021. 2,227 funds tracked by Wall St. Rank hold BA as of Q2 2023.

Syverson Strege & Co reported no remaining Boeing position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 36 Boeing shares in Q2 2023, an estimated $7.57K.
Syverson Strege & Co first reported a position in Boeing in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Boeing position peaked at $9K in Q2 2021.
2,227 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.