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TruNorth Capital Management’s Boeing BA Stock Holding History

TruNorth Capital 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
2024
Q4 		– Sell
-11
Closed -$1.67K – 380
2024
Q3 		$1.67K Sell
11
-34
-76% -$5.83K ﹤0.01% 364
2024
Q2 		$8.19K Buy
45
+13
+41% +$2.32K ﹤0.01% 266
2024
Q1 		$6.18K Buy
+32
New +$6.58K ﹤0.01% 202

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

TruNorth Capital Management's BA Position: Q4 2024 in Review

TruNorth Capital Management sold out of Boeing (BA) in Q4 2024, closing a stake of 11 shares — an estimated $1.67K sold.

TruNorth Capital Management first reported a position in BA in Q1 2024 and held it in 3 quarters. The position peaked at $8.19K in Q2 2024. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • TruNorth Capital Management reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
  • TruNorth Capital Management sold 11 Boeing shares in Q4 2024, an estimated $1.67K.
  • TruNorth Capital Management first reported a position in Boeing in Q1 2024 and held it in 3 quarters.
  • TruNorth Capital Management's Boeing position peaked at $8.19K in Q2 2024.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on TruNorth Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.