Tiedemann Advisors’s Boeing BA Stock Holding History

Tiedemann Advisors’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	-949	Closed	-$202K	–	258
2023 Q1	$202K	Buy	+949	New	+$197K	0.01%	231
2021 Q4	–	Sell	-1,095	Closed	-$241K	–	280
2021 Q3	$241K	Sell	1,095 -393	-26%	-$87.6K	0.01%	263
2021 Q2	$356K	Sell	1,488 -472	-24%	-$114K	0.01%	269
2021 Q1	$499K	Buy	1,960 +652	+50%	+$145K	0.02%	214
2020 Q4	$280K	Buy	1,308 +69	+6%	+$13.3K	0.01%	265
2020 Q3	$205K	Sell	1,239 -12	-1%	-$2.04K	0.01%	300
2020 Q2	$229K	Buy	+1,251	New	+$192K	0.01%	266
2020 Q1	–	Sell	-1,580	Closed	-$515K	–	294
2019 Q4	$515K	Sell	1,580 -1,521	-49%	-$538K	0.02%	211
2019 Q3	$1.18M	Sell	3,101 -912	-23%	-$326K	0.06%	158
2019 Q2	$1.46M	Buy	4,013 +272	+7%	+$99.2K	0.07%	131
2019 Q1	$1.43M	Sell	3,741 -125	-3%	-$48.1K	0.07%	171
2018 Q4	$1.25M	Buy	3,866 +129	+3%	+$44.6K	0.06%	178
2018 Q3	$1.39M	Sell	3,737 -144	-4%	-$50.6K	0.08%	140
2018 Q2	$1.3M	Buy	3,881 +518	+15%	+$178K	0.08%	138
2018 Q1	$1.1M	Buy	3,363 +2,662	+380%	+$899K	0.08%	143
2017 Q4	$205K	Sell	701 -2,148	-75%	-$581K	0.02%	211
2017 Q3	$425K	Sell	2,849 -5,695	-67%	-$1.33M	0.04%	238
2017 Q2	$1.69M	Buy	8,544 +2,474	+41%	+$461K	0.12%	138
2017 Q1	$1.07M	Buy	6,070 +3,664	+152%	+$624K	0.09%	178
2016 Q4	$375K	Buy	+2,406	New	+$351K	0.04%	240

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

Tiedemann Advisors's BA Position: Q2 2023 in Review

Tiedemann Advisors sold out of Boeing (BA) in Q2 2023, closing a stake of 949 shares — an estimated $202K sold.

Tiedemann Advisors first reported a position in BA in Q4 2016 and held it in 20 quarters. The position peaked at $1.69M in Q2 2017. 2,227 funds tracked by Wall St. Rank hold BA as of Q2 2023.

Tiedemann Advisors reported no remaining Boeing position as of Q2 2023 after selling out during the quarter.
Tiedemann Advisors sold 949 Boeing shares in Q2 2023, an estimated $202K.
Tiedemann Advisors first reported a position in Boeing in Q4 2016 and held it in 20 quarters.
Tiedemann Advisors's Boeing position peaked at $1.69M in Q2 2017.
2,227 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on Tiedemann Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.