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Tilia Fiduciary Partners’s Boeing BA Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-365
Closed -$77K – 125
2023
Q2 		$77K Hold
365
– – 0.07% 160
2023
Q1 		$77.4K Sell
365
-8
-2% -$1.66K 0.07% 165
2022
Q4 		$71K Sell
373
-10
-3% -$1.64K 0.07% 170
2022
Q3 		$50K Buy
383
+31
+9% +$4.75K 0.05% 198
2022
Q2 		$52K Buy
352
+25
+8% +$3.69K 0.05% 203
2022
Q1 		$63K Sell
327
-16
-5% -$3.21K 0.05% 200
2021
Q4 		$69K Buy
+343
New +$72.5K 0.06% 192

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tilia Fiduciary Partners's BA Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Boeing (BA) in Q3 2023, closing a stake of 365 shares — an estimated $77K sold.

Tilia Fiduciary Partners first reported a position in BA in Q4 2021 and held it in 7 quarters. The position peaked at $77.4K in Q1 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Boeing position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 365 Boeing shares in Q3 2023, an estimated $77K.
  • Tilia Fiduciary Partners first reported a position in Boeing in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Boeing position peaked at $77.4K in Q1 2023.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.