TFO Wealth Partners’s Boeing BA Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-1	Closed	-$193	–	127
2024 Q1	$193	Hold	1	–	–	﹤0.01%	497
2023 Q4	$261	Sell	1 -3	-75%	-$642	﹤0.01%	561
2023 Q3	$845	Buy	4 +3	+300%	+$656	﹤0.01%	322
2023 Q2	$211	Hold	1	–	–	﹤0.01%	487
2023 Q1	$212	Hold	1	–	–	﹤0.01%	457
2022 Q4	$20	Sell	1 -124	-99%	-$20.3K	﹤0.01%	909
2022 Q3	$15K	Buy	125 +120	+2,400%	+$18.4K	﹤0.01%	76
2022 Q2	$1K	Buy	+5	New	+$738	﹤0.01%	379
2021 Q4	–	Sell	-929	Closed	-$204K	–	137
2021 Q3	$204K	Buy	+929	New	+$207K	0.04%	38
2021 Q2	–	Sell	-465	Closed	-$118K	–	112
2021 Q1	$118K	Buy	465 +279	+150%	+$62K	0.04%	49
2020 Q4	$40K	Buy	+186	New	+$35.8K	0.01%	55
2020 Q3	–	Sell	-65	Closed	-$12K	–	156
2020 Q2	$12K	Buy	65 +40	+160%	+$6.15K	﹤0.01%	80
2020 Q1	$3K	Buy	+25	New	+$6.84K	﹤0.01%	110

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

TFO Wealth Partners's BA Position: Q2 2024 in Review

TFO Wealth Partners sold out of Boeing (BA) in Q2 2024, closing a stake of 1 share — an estimated $193 sold.

TFO Wealth Partners first reported a position in BA in Q1 2020 and held it in 13 quarters. The position peaked at $204K in Q3 2021. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

TFO Wealth Partners reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 Boeing share in Q2 2024, an estimated $193.
TFO Wealth Partners first reported a position in Boeing in Q1 2020 and held it in 13 quarters.
TFO Wealth Partners's Boeing position peaked at $204K in Q3 2021.
2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.