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Ulland Investment Advisors’s Boeing BA Stock Holding History

Ulland Investment 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
Q2 		– Sell
-96
Closed -$19K – 219
2024
Q1 		$19K Hold
96
– – 0.02% 150
2023
Q4 		$25K Hold
96
– – 0.03% 126
2023
Q3 		$18K Hold
96
– – 0.02% 147
2023
Q2 		$20K Hold
96
– – 0.02% 139
2023
Q1 		$20K Hold
96
– – 0.02% 133
2022
Q4 		$18K Hold
96
– – 0.02% 138
2022
Q3 		$12K Hold
96
– – 0.01% 155
2022
Q2 		$13K Hold
96
– – 0.01% 163
2022
Q1 		$18K Hold
96
– – 0.01% 157
2021
Q4 		$19K Buy
+96
New +$20.3K 0.01% 149

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Ulland Investment Advisors's BA Position: Q2 2024 in Review

Ulland Investment Advisors sold out of Boeing (BA) in Q2 2024, closing a stake of 96 shares — an estimated $19K sold.

Ulland Investment Advisors first reported a position in BA in Q4 2021 and held it in 10 quarters. The position peaked at $25K in Q4 2023. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

  • Ulland Investment Advisors reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 96 Boeing shares in Q2 2024, an estimated $19K.
  • Ulland Investment Advisors first reported a position in Boeing in Q4 2021 and held it in 10 quarters.
  • Ulland Investment Advisors's Boeing position peaked at $25K in Q4 2023.
  • 2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Ulland Investment Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.