WC Walker & Associates’s Boeing BA Stock Holding History

WC Walker & 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
2022 Q4	$473K	Sell	2,296 -406	-15%	-$66.4K	0.25%	55
2022 Q3	$362K	Sell	2,702 -634	-19%	-$97.2K	0.21%	62
2022 Q2	$493K	Hold	3,336	–	–	0.29%	46
2022 Q1	$610K	Buy	3,336 +272	+9%	+$54.6K	0.32%	42
2021 Q4	$692K	Sell	3,064 -10	-0.3%	-$2.11K	0.34%	41
2021 Q3	$676K	Buy	3,074 +9	+0.3%	+$2.01K	0.36%	42
2021 Q2	$726K	Buy	3,065 +3	+0.1%	+$725	0.38%	44
2021 Q1	$781K	Hold	3,062	–	–	0.44%	44
2020 Q4	$666K	Buy	+3,062	New	+$589K	0.38%	45

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WC Walker & Associates's BA Position: Q4 2022 in Review

WC Walker & Associates reduced its Boeing (BA) stake by 15% in Q4 2022, selling an estimated $66.4K and leaving 2,296 shares worth $473K. The position accounts for 0.25% of the portfolio, ranked #55.

WC Walker & Associates first reported a position in BA in Q4 2020 and has held it in 9 quarters since. The position peaked at $781K in Q1 2021. 2,132 funds tracked by Wall St. Rank hold BA as of Q4 2022.

WC Walker & Associates held 2,296 shares of Boeing worth $473K as of Q4 2022.
WC Walker & Associates sold 406 Boeing shares in Q4 2022, an estimated $66.4K.
Boeing made up 0.25% of WC Walker & Associates's portfolio in Q4 2022, its #55 holding.
WC Walker & Associates first reported a position in Boeing in Q4 2020 and has held it in 9 quarters since.
WC Walker & Associates's Boeing position peaked at $781K in Q1 2021.
2,132 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.