TRUADVICE’s Boeing BA Stock Holding History

TRUADVICE’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	$631K	Buy	3,210 +17	+0.5%	+$3.72K	0.25%	102
2023 Q2	$761K	Buy	3,193 +59	+2%	+$12.3K	0.28%	92
2023 Q1	$648K	Buy	3,134 +72	+2%	+$15K	0.26%	91
2022 Q4	$647K	Sell	3,062 -54	-2%	-$8.83K	0.34%	54
2022 Q3	$447K	Buy	3,116 +101	+3%	+$15.5K	0.25%	80
2022 Q2	$502K	Buy	3,015 +161	+6%	+$23.8K	0.27%	75
2022 Q1	$424K	Buy	2,854 +240	+9%	+$48.2K	0.24%	85
2021 Q4	$557K	Buy	2,614 +1	+0%	+$211	0.52%	49
2021 Q3	$582K	Sell	2,613 -1,959	-43%	-$437K	0.53%	47
2021 Q2	$1.02M	Buy	4,572 +73	+2%	+$17.6K	0.22%	103
2021 Q1	$1.06M	Sell	4,499 -416	-8%	-$92.5K	0.31%	74
2020 Q4	$954K	Buy	4,915 +750	+18%	+$144K	0.29%	85
2020 Q3	$686K	Buy	+4,165	New	+$710K	0.28%	89

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

TRUADVICE's BA Position: Q3 2023 in Review

TRUADVICE increased its Boeing (BA) stake by 0.53% in Q3 2023, buying an estimated $3.72K and bringing the position to 3,210 shares worth $631K. The position accounts for 0.25% of the portfolio, ranked #102.

TRUADVICE first reported a position in BA in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.06M in Q1 2021. 2,194 funds tracked by Wall St. Rank hold BA as of Q3 2023.

TRUADVICE held 3,210 shares of Boeing worth $631K as of Q3 2023.
TRUADVICE bought 17 Boeing shares in Q3 2023, an estimated $3.72K.
Boeing made up 0.25% of TRUADVICE's portfolio in Q3 2023, its #102 holding.
TRUADVICE first reported a position in Boeing in Q3 2020 and has held it in 13 quarters since.
TRUADVICE's Boeing position peaked at $1.06M in Q1 2021.
2,194 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.