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Transform Wealth’s Boeing BA Stock Holding History

Transform Wealth’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
Q3 		– Sell
-1,233
Closed -$224K – 217
2024
Q2 		$224K Sell
1,233
-230
-16% -$41K 0.02% 198
2024
Q1 		$282K Sell
1,463
-420
-22% -$86.3K 0.03% 188
2023
Q4 		$491K Sell
1,883
-200
-10% -$42.8K 0.05% 167
2023
Q3 		$399K Buy
2,083
+25
+1% +$5.47K 0.04% 183
2023
Q2 		$434K Sell
2,058
-275
-12% -$57.1K 0.04% 190
2023
Q1 		$495K Buy
2,333
+116
+5% +$24.1K 0.05% 172
2022
Q4 		$422K Sell
2,217
-634
-22% -$104K 0.05% 152
2022
Q3 		$345K Sell
2,851
-566
-17% -$86.8K 0.04% 145
2022
Q2 		$467K Sell
3,417
-375
-10% -$55.3K 0.07% 132
2022
Q1 		$726K Buy
3,792
+2,656
+234% +$533K 0.08% 130
2021
Q4 		$229K Hold
1,136
– – 0.02% 210
2021
Q3 		$250K Sell
1,136
-5
-0.4% -$1.11K 0.03% 203
2021
Q2 		$273K Hold
1,141
– – 0.03% 204
2021
Q1 		$291K Buy
1,141
+38
+3% +$8.45K 0.06% 186
2020
Q4 		$236K Buy
+1,103
New +$212K 0.05% 188
2020
Q3 		– Sell
-1,405
Closed -$258K – 217
2020
Q2 		$258K Buy
+1,405
New +$216K 0.04% 195
2020
Q1 		– Sell
-5,647
Closed -$1.84M – 209
2019
Q4 		$1.84M Sell
5,647
-12,012
-68% -$4.25M 0.29% 98
2019
Q3 		$6.72M Buy
17,659
+208
+1% +$74.3K 1.19% 12
2019
Q2 		$6.35M Sell
17,451
-6,436
-27% -$2.35M 0.93% 25
2019
Q1 		$9.11M Buy
23,887
+1,394
+6% +$537K 1.69% 10
2018
Q4 		$7.25M Buy
22,493
+105
+0.5% +$36.3K 1.49% 13
2018
Q3 		$8.33M Buy
22,388
+4,948
+28% +$1.74M 1.44% 16
2018
Q2 		$5.85M Buy
17,440
+5,776
+50% +$1.99M 1.06% 27
2018
Q1 		$3.82M Buy
11,664
+2,385
+26% +$806K 0.73% 48
2017
Q4 		$2.74M Buy
9,279
+720
+8% +$195K 0.5% 69
2017
Q3 		$2.18M Buy
8,559
+2,336
+38% +$545K 0.76% 37
2017
Q2 		$1.23M Buy
+6,223
New +$1.16M 1.39% 29

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Transform Wealth's BA Position: Q3 2024 in Review

Transform Wealth sold out of Boeing (BA) in Q3 2024, closing a stake of 1,233 shares — an estimated $224K sold.

Transform Wealth first reported a position in BA in Q2 2017 and held it in 27 quarters. The position peaked at $9.11M in Q1 2019. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Transform Wealth reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Transform Wealth sold 1,233 Boeing shares in Q3 2024, an estimated $224K.
  • Transform Wealth first reported a position in Boeing in Q2 2017 and held it in 27 quarters.
  • Transform Wealth's Boeing position peaked at $9.11M in Q1 2019.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Transform Wealth's 13F filing for Q3 2024, filed 16 Oct 2024.