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Wambolt & Associates’s Boeing BA Stock Holding History

Wambolt & Associates’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
-1,168
Closed -$304K – 220
2023
Q4 		$304K Sell
1,168
-35
-3% -$7.49K 0.1% 197
2023
Q3 		$226K Buy
1,203
+154
+15% +$33.7K 0.08% 221
2023
Q2 		$222K Buy
1,049
+28
+3% +$5.82K 0.08% 228
2023
Q1 		$220K Buy
+1,021
New +$212K 0.08% 244
2022
Q1 		– Sell
-995
Closed -$200K – 238
2021
Q4 		$200K Buy
995
+25
+3% +$5.28K 0.07% 236
2021
Q3 		$219K Sell
970
-1
-0.1% -$223 0.09% 227
2021
Q2 		$233K Buy
+971
New +$235K 0.1% 224

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

Wambolt & Associates's BA Position: Q1 2024 in Review

Wambolt & Associates sold out of Boeing (BA) in Q1 2024, closing a stake of 1,168 shares — an estimated $304K sold.

Wambolt & Associates first reported a position in BA in Q2 2021 and held it in 7 quarters. The position peaked at $304K in Q4 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Wambolt & Associates reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Wambolt & Associates sold 1,168 Boeing shares in Q1 2024, an estimated $304K.
  • Wambolt & Associates first reported a position in Boeing in Q2 2021 and held it in 7 quarters.
  • Wambolt & Associates's Boeing position peaked at $304K in Q4 2023.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Wambolt & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.