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Wealthquest’s Boeing BA Stock Holding History

Wealthquest’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
-1,881
Closed -$342K – 133
2024
Q2 		$342K Hold
1,881
– – 0.04% 92
2024
Q1 		$363K Sell
1,881
-343
-15% -$70.5K 0.04% 89
2023
Q4 		$580K Sell
2,224
-4
-0.2% -$855 0.06% 72
2023
Q3 		$427K Buy
2,228
+4
+0.2% +$875 0.05% 81
2023
Q2 		$470K Sell
2,224
-377
-14% -$78.3K 0.06% 73
2023
Q1 		$553K Sell
2,601
-10
-0.4% -$2.08K 0.07% 70
2022
Q4 		$497K Sell
2,611
-2,150
-45% -$352K 0.06% 76
2022
Q3 		$576K Hold
4,761
– – 0.08% 71
2022
Q2 		$650K Sell
4,761
-156
-3% -$23K 0.1% 64
2022
Q1 		$989K Hold
4,917
– – 0.15% 56
2021
Q4 		$989K Sell
4,917
-187
-4% -$39.5K 0.15% 56
2021
Q3 		$1.12M Sell
5,104
-4
-0.1% -$892 0.19% 48
2021
Q2 		$1.22M Sell
5,108
-30
-0.6% -$7.25K 0.21% 44
2021
Q1 		$1.31M Hold
5,138
– – 0.24% 42
2020
Q4 		$1.1M Buy
5,138
+320
+7% +$61.5K 0.24% 41
2020
Q3 		$796K Sell
4,818
-5,208
-52% -$888K 0.2% 48
2020
Q2 		$1.84M Buy
+10,026
New +$1.54M 0.47% 26
2019
Q4 		$3.47M Sell
10,661
-65
-0.6% -$23K 0.99% 21
2019
Q3 		$4.08M Buy
10,726
+85
+0.8% +$30.4K 1.36% 14
2019
Q2 		$3.87M Sell
10,641
-271
-2% -$98.8K 1.46% 14
2019
Q1 		$4.16M Buy
10,912
+37
+0.3% +$14.2K 1.57% 12
2018
Q4 		$3.51M Buy
+10,875
New +$3.76M 1.44% 15
2015
Q3 		$384K Sell
2,932
-839
-22% -$116K 0.7% 20
2015
Q2 		$523K Hold
3,771
– – 0.77% 15
2015
Q1 		$566K Buy
3,771
+20
+0.5% +$2.91K 0.82% 16
2014
Q4 		$488K Buy
+3,751
New +$476K 0.5% 18

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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

Wealthquest's BA Position: Q3 2024 in Review

Wealthquest sold out of Boeing (BA) in Q3 2024, closing a stake of 1,881 shares — an estimated $342K sold.

Wealthquest first reported a position in BA in Q4 2014 and held it in 26 quarters. The position peaked at $4.16M in Q1 2019. 1,957 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Wealthquest reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Wealthquest sold 1,881 Boeing shares in Q3 2024, an estimated $342K.
  • Wealthquest first reported a position in Boeing in Q4 2014 and held it in 26 quarters.
  • Wealthquest's Boeing position peaked at $4.16M in Q1 2019.
  • 1,957 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Wealthquest's 13F filing for Q3 2024, filed 21 Nov 2024.