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Watchtower Advisors’s Boeing BA Stock Holding History

Watchtower 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 		– Sell
-111,523
Closed -$23.5M – 9
2023
Q2 		$23.5M Hold
111,523
– – 12.68% 3
2023
Q1 		$23.7M Hold
111,523
– – 15.38% 2
2022
Q4 		$21.2M Buy
+111,523
New +$18.2M 12.55% 3

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

Watchtower Advisors's BA Position: Q3 2023 in Review

Watchtower Advisors sold out of Boeing (BA) in Q3 2023, closing a stake of 111,523 shares — an estimated $23.5M sold.

Watchtower Advisors first reported a position in BA in Q4 2022 and held it in 3 quarters. The position peaked at $23.7M in Q1 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q3 2023.

  • Watchtower Advisors reported no remaining Boeing position as of Q3 2023 after selling out during the quarter.
  • Watchtower Advisors sold 111,523 Boeing shares in Q3 2023, an estimated $23.5M.
  • Watchtower Advisors first reported a position in Boeing in Q4 2022 and held it in 3 quarters.
  • Watchtower Advisors's Boeing position peaked at $23.7M in Q1 2023.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on Watchtower Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.