VitalStone Financial’s Boeing BA Stock Holding History

VitalStone Financial’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 Q3	$24.5K	Buy	161 +29	+22%	+$4.97K	0.02%	211
2024 Q2	$23.9K	Sell	132 -47	-26%	-$8.38K	0.02%	207
2024 Q1	$34K	Buy	179 +8	+5%	+$1.64K	0.03%	199
2023 Q4	$44K	Sell	171 -26	-13%	-$5.56K	0.04%	164
2023 Q3	$39K	Sell	197 -147	-43%	-$32.2K	0.03%	143
2023 Q2	$71K	Sell	344 -651	-65%	-$135K	0.04%	287
2023 Q1	$201K	Buy	995 +658	+195%	+$137K	0.17%	66
2022 Q4	$65K	Buy	+337	New	+$55.1K	0.04%	132

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

VitalStone Financial's BA Position: Q3 2024 in Review

VitalStone Financial increased its Boeing (BA) stake by 22% in Q3 2024, buying an estimated $4.97K and bringing the position to 161 shares worth $24.5K. The position accounts for 0.02% of the portfolio, ranked #211.

VitalStone Financial first reported a position in BA in Q4 2022 and has held it in 8 quarters since. The position peaked at $201K in Q1 2023. 1,957 funds tracked by Wall St. Rank hold BA as of Q3 2024.

VitalStone Financial held 161 shares of Boeing worth $24.5K as of Q3 2024.
VitalStone Financial bought 29 Boeing shares in Q3 2024, an estimated $4.97K.
Boeing made up 0.02% of VitalStone Financial's portfolio in Q3 2024, its #211 holding.
VitalStone Financial first reported a position in Boeing in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Boeing position peaked at $201K in Q1 2023.
1,957 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.