Team Financial Group’s Boeing BA Stock Holding History

Team Financial Group’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 Q1	–	Sell	-127	Closed	-$33.1K	–	47
2023 Q4	$33.1K	Hold	127	–	–	0.02%	82
2023 Q3	$24.3K	Buy	+127	New	+$27.8K	0.02%	87

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 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

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

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

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

Team Financial Group's BA Position: Q1 2024 in Review

Team Financial Group sold out of Boeing (BA) in Q1 2024, closing a stake of 127 shares — an estimated $33.1K sold.

Team Financial Group first reported a position in BA in Q3 2023 and held it in 2 quarters. The position peaked at $33.1K in Q4 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Team Financial Group reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Team Financial Group sold 127 Boeing shares in Q1 2024, an estimated $33.1K.
Team Financial Group first reported a position in Boeing in Q3 2023 and held it in 2 quarters.
Team Financial Group's Boeing position peaked at $33.1K in Q4 2023.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Team Financial Group's 13F filing for Q1 2024, filed 13 May 2024.