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Tevis Investment Management’s Boeing BA Stock Holding History

Tevis Investment 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
2022
Q4 		– Sell
-195
Closed -$24K – 90
2022
Q3 		$24K Hold
195
– – 0.02% 255
2022
Q2 		$27K Buy
195
+80
+70% +$11.8K 0.03% 248
2022
Q1 		$22K Buy
115
+100
+667% +$20.1K 0.02% 276
2021
Q4 		$3K Buy
+15
New +$3.17K ﹤0.01% 510

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tevis Investment Management's BA Position: Q4 2022 in Review

Tevis Investment Management sold out of Boeing (BA) in Q4 2022, closing a stake of 195 shares — an estimated $24K sold.

Tevis Investment Management first reported a position in BA in Q4 2021 and held it in 4 quarters. The position peaked at $27K in Q2 2022. 2,132 funds tracked by Wall St. Rank hold BA as of Q4 2022.

  • Tevis Investment Management reported no remaining Boeing position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 195 Boeing shares in Q4 2022, an estimated $24K.
  • Tevis Investment Management first reported a position in Boeing in Q4 2021 and held it in 4 quarters.
  • Tevis Investment Management's Boeing position peaked at $27K in Q2 2022.
  • 2,132 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.