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TMD Wealth Management’s Boeing BA Stock Holding History

TMD Wealth 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
2023
Q2 		– Sell
-1,165
Closed -$247K – 53
2023
Q1 		$247K Buy
+1,165
New +$242K 0.07% 42
2022
Q2 		– Sell
-1,115
Closed -$214K – 42
2022
Q1 		$214K Sell
1,115
-100
-8% -$20.1K 0.08% 43
2021
Q4 		$245K Sell
1,215
-121
-9% -$25.6K 0.09% 44
2021
Q3 		$294K Hold
1,336
– – 0.12% 35
2021
Q2 		$320K Hold
1,336
– – 0.14% 33
2021
Q1 		$340K Sell
1,336
-300
-18% -$66.7K 0.16% 31
2020
Q4 		$350K Buy
+1,636
New +$314K 0.2% 28

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

TMD Wealth Management's BA Position: Q2 2023 in Review

TMD Wealth Management sold out of Boeing (BA) in Q2 2023, closing a stake of 1,165 shares — an estimated $247K sold.

TMD Wealth Management first reported a position in BA in Q4 2020 and held it in 7 quarters. The position peaked at $350K in Q4 2020. 2,227 funds tracked by Wall St. Rank hold BA as of Q2 2023.

  • TMD Wealth Management reported no remaining Boeing position as of Q2 2023 after selling out during the quarter.
  • TMD Wealth Management sold 1,165 Boeing shares in Q2 2023, an estimated $247K.
  • TMD Wealth Management first reported a position in Boeing in Q4 2020 and held it in 7 quarters.
  • TMD Wealth Management's Boeing position peaked at $350K in Q4 2020.
  • 2,227 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on TMD Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.