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Wealth Advisors of Tampa Bay’s Boeing BA Stock Holding History

Wealth Advisors of Tampa Bay’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
2025
Q2 		– Sell
-185
Closed -$31.6K – 96
2025
Q1 		$31.6K Buy
+185
New +$32K 0.01% 138
2022
Q2 		– Sell
-1,098
Closed -$210K – 96
2022
Q1 		$210K Hold
1,098
– – 0.06% 101
2021
Q4 		$221K Buy
+1,098
New +$232K 0.05% 110

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wealth Advisors of Tampa Bay's BA Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of Boeing (BA) in Q2 2025, closing a stake of 185 shares — an estimated $31.6K sold.

Wealth Advisors of Tampa Bay first reported a position in BA in Q4 2021 and held it in 3 quarters. The position peaked at $221K in Q4 2021. 2,320 funds tracked by Wall St. Rank hold BA as of Q2 2025.

  • Wealth Advisors of Tampa Bay reported no remaining Boeing position as of Q2 2025 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 185 Boeing shares in Q2 2025, an estimated $31.6K.
  • Wealth Advisors of Tampa Bay first reported a position in Boeing in Q4 2021 and held it in 3 quarters.
  • Wealth Advisors of Tampa Bay's Boeing position peaked at $221K in Q4 2021.
  • 2,320 funds tracked by Wall St. Rank held Boeing as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.