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TruWealth Advisors’s Boeing BA Stock Holding History

TruWealth Advisors’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
Q1 		– Sell
-32,915
Closed -$8.58M – 165
2023
Q4 		$8.58M Buy
32,915
+559
+2% +$120K 0.66% 44
2023
Q3 		$6.2M Sell
32,356
-164
-0.5% -$35.9K 0.53% 49
2023
Q2 		$6.87M Sell
32,520
-975
-3% -$203K 0.59% 44
2023
Q1 		$7.12M Buy
33,495
+772
+2% +$160K 0.65% 44
2022
Q4 		$6.23M Buy
32,723
+3,903
+14% +$638K 0.61% 45
2022
Q3 		$3.49M Buy
28,820
+2,568
+10% +$394K 0.37% 49
2022
Q2 		$3.59M Buy
26,252
+3,627
+16% +$535K 0.38% 43
2022
Q1 		$4.33M Buy
22,625
+14,004
+162% +$2.81M 0.45% 41
2021
Q4 		$1.74M Buy
8,621
+487
+6% +$103K 0.18% 53
2021
Q3 		$1.79M Buy
8,134
+524
+7% +$117K 0.2% 52
2021
Q2 		$1.82M Buy
7,610
+389
+5% +$94K 0.21% 47
2021
Q1 		$1.84M Sell
7,221
-8
-0.1% -$1.78K 0.25% 40
2020
Q4 		$1.55M Buy
+7,229
New +$1.39M 0.23% 42

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 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TruWealth Advisors's BA Position: Q1 2024 in Review

TruWealth Advisors sold out of Boeing (BA) in Q1 2024, closing a stake of 32,915 shares — an estimated $8.58M sold.

TruWealth Advisors first reported a position in BA in Q4 2020 and held it in 13 quarters. The position peaked at $8.58M in Q4 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • TruWealth Advisors reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • TruWealth Advisors sold 32,915 Boeing shares in Q1 2024, an estimated $8.58M.
  • TruWealth Advisors first reported a position in Boeing in Q4 2020 and held it in 13 quarters.
  • TruWealth Advisors's Boeing position peaked at $8.58M in Q4 2023.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on TruWealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.