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V Wealth Advisors’s Boeing BA Stock Holding History

V Wealth 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
2023
Q3 		$300K Sell
1,566
-1,559
-50% -$341K 0.24% 83
2023
Q2 		$660K Sell
3,125
-518
-14% -$108K 0.11% 170
2023
Q1 		$774K Sell
3,643
-2,137
-37% -$444K 0.15% 146
2022
Q4 		$1.1M Buy
5,780
+656
+13% +$107K 0.23% 104
2022
Q3 		$621K Sell
5,124
-891
-15% -$137K 0.12% 165
2022
Q2 		$822K Buy
6,015
+543
+10% +$80.1K 0.16% 157
2022
Q1 		$1.05M Sell
5,472
-909
-14% -$182K 0.17% 140
2021
Q4 		$1.28M Sell
6,381
-222
-3% -$46.9K 0.19% 131
2021
Q3 		$1.45M Sell
6,603
-761
-10% -$170K 0.22% 106
2021
Q2 		$1.76M Buy
7,364
+242
+3% +$58.5K 0.28% 81
2021
Q1 		$1.81M Buy
7,122
+109
+2% +$24.2K 0.33% 68
2020
Q4 		$1.5M Buy
7,013
+2,239
+47% +$430K 0.31% 77
2020
Q3 		$789K Sell
4,774
-2,631
-36% -$448K 0.55% 44
2020
Q2 		$1.36M Buy
7,405
+2,024
+38% +$311K 0.35% 69
2020
Q1 		$802K Buy
5,381
+3,222
+149% +$882K 0.25% 108
2019
Q4 		$821K Hold
2,159
– – 0.29% 90
2019
Q3 		$821K Buy
2,159
+241
+13% +$86.1K 0.29% 90
2019
Q2 		$697K Sell
1,918
-603
-24% -$220K 0.26% 100
2019
Q1 		$955K Buy
2,521
+285
+13% +$110K 0.39% 72
2018
Q4 		$760K Buy
2,236
+131
+6% +$45.3K 0.39% 68
2018
Q3 		$777K Buy
+2,105
New +$739K 0.36% 76
2018
Q2 		– Sell
-2,212
Closed -$710K – 210
2018
Q1 		$710K Sell
2,212
-249
-10% -$84.1K 0.38% 73
2017
Q4 		$826K Buy
2,461
+488
+25% +$132K 0.42% 63
2017
Q3 		$501K Buy
1,973
+2
+0.1% +$466 0.25% 94
2017
Q2 		$391K Sell
1,971
-159
-7% -$29.6K 0.18% 116
2017
Q1 		$379K Buy
2,130
+168
+9% +$28.6K 0.23% 115
2016
Q4 		$307K Buy
1,962
+361
+23% +$52.7K 0.22% 127
2016
Q3 		$211K Buy
+1,601
New +$211K 0.17% 156

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

V Wealth Advisors's BA Position: Q3 2023 in Review

V Wealth Advisors reduced its Boeing (BA) stake by 50% in Q3 2023, selling an estimated $341K and leaving 1,566 shares worth $300K. The position accounts for 0.24% of the portfolio, ranked #83.

V Wealth Advisors first reported a position in BA in Q3 2016 and has held it in 28 quarters since. The position peaked at $1.81M in Q1 2021. 2,194 funds tracked by Wall St. Rank hold BA as of Q3 2023.

  • V Wealth Advisors held 1,566 shares of Boeing worth $300K as of Q3 2023.
  • V Wealth Advisors sold 1,559 Boeing shares in Q3 2023, an estimated $341K.
  • Boeing made up 0.24% of V Wealth Advisors's portfolio in Q3 2023, its #83 holding.
  • V Wealth Advisors first reported a position in Boeing in Q3 2016 and has held it in 28 quarters since.
  • V Wealth Advisors's Boeing position peaked at $1.81M in Q1 2021.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.