Wealth Management Partners’s Boeing BA Stock Holding History

Wealth Management Partners’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	–	Sell	-1,695	Closed	-$309K	–	112
2024 Q2	$309K	Sell	1,695 -232	-12%	-$41.4K	0.15%	82
2024 Q1	$372K	Buy	+1,927	New	+$396K	0.19%	82
2023 Q1	–	Sell	-1,000	Closed	-$231K	–	113
2022 Q4	$231K	Buy	+1,000	New	+$164K	0.19%	88
2022 Q2	–	Sell	-1,000	Closed	-$283K	–	99
2022 Q1	$283K	Sell	1,000 -1,000	-50%	-$201K	0.2%	91
2021 Q4	$328K	Buy	2,000 +323	+19%	+$68.2K	0.23%	85
2021 Q3	$369K	Buy	1,677 +125	+8%	+$27.9K	0.27%	74
2021 Q2	$372K	Buy	1,552 +170	+12%	+$41.1K	0.26%	79
2021 Q1	$349K	Hold	1,382	–	–	0.26%	79
2020 Q4	$279K	Buy	+1,382	New	+$266K	0.22%	95

Other funds holding BA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Management Partners's BA Position: Q3 2024 in Review

Wealth Management Partners sold out of Boeing (BA) in Q3 2024, closing a stake of 1,695 shares — an estimated $309K sold.

Wealth Management Partners first reported a position in BA in Q4 2020 and held it in 9 quarters. The position peaked at $372K in Q2 2021. 1,959 funds tracked by Wall St. Rank hold BA as of Q3 2024.

Wealth Management Partners reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
Wealth Management Partners sold 1,695 Boeing shares in Q3 2024, an estimated $309K.
Wealth Management Partners first reported a position in Boeing in Q4 2020 and held it in 9 quarters.
Wealth Management Partners's Boeing position peaked at $372K in Q2 2021.
1,959 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Wealth Management Partners's 13F filing for Q3 2024, filed 21 Oct 2024.