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WealthSource Partners’s Boeing BA Stock Holding History

WealthSource 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
2023
Q4 		$959K Buy
3,681
+323
+10% +$69.1K 0.06% 207
2023
Q3 		$644K Sell
3,358
-297
-8% -$65K 0.04% 260
2023
Q2 		$772K Sell
3,655
-250
-6% -$51.9K 0.05% 233
2023
Q1 		$830K Sell
3,905
-61
-2% -$12.7K 0.06% 219
2022
Q4 		$755K Sell
3,966
-289
-7% -$47.3K 0.05% 231
2022
Q3 		$515K Sell
4,255
-407
-9% -$62.4K 0.04% 300
2022
Q2 		$637K Sell
4,662
-1,110
-19% -$164K 0.05% 260
2022
Q1 		$1.1M Sell
5,772
-540
-9% -$108K 0.07% 201
2021
Q4 		$1.27M Buy
6,312
+218
+4% +$46.1K 0.1% 156
2021
Q3 		$1.34M Sell
6,094
-215
-3% -$47.9K 0.12% 137
2021
Q2 		$1.51M Buy
6,309
+777
+14% +$188K 0.13% 120
2021
Q1 		$1.41M Buy
5,532
+8
+0.1% +$1.78K 0.14% 113
2020
Q4 		$1.18M Buy
5,524
+1,305
+31% +$251K 0.14% 103
2020
Q3 		$697K Sell
4,219
-423
-9% -$72.1K 0.09% 149
2020
Q2 		$851K Buy
4,642
+479
+12% +$73.6K 0.12% 111
2020
Q1 		$621K Sell
4,163
-1,735
-29% -$475K 0.1% 151
2019
Q4 		$1.92M Sell
5,898
-242
-4% -$85.7K 0.25% 73
2019
Q3 		$2.34M Buy
6,140
+930
+18% +$332K 0.35% 74
2019
Q2 		$1.9M Buy
5,210
+3,555
+215% +$1.3M 0.3% 86
2019
Q1 		$631K Sell
1,655
-554
-25% -$213K 0.14% 133
2018
Q4 		$712K Buy
2,209
+1,245
+129% +$430K 0.2% 111
2018
Q3 		$358K Sell
964
-2,568
-73% -$902K 0.09% 195
2018
Q2 		$1.19M Buy
3,532
+2,703
+326% +$930K 0.33% 76
2018
Q1 		$272K Buy
829
+136
+20% +$45.9K 0.08% 223
2017
Q4 		$204K Sell
693
-1,957
-74% -$530K 0.06% 282
2017
Q3 		$674K Sell
2,650
-3
-0.1% -$699 0.22% 105
2017
Q2 		$525K Buy
+2,653
New +$494K 0.18% 122
2016
Q4 		– Sell
-2,449
Closed -$323K – 248
2016
Q3 		$323K Buy
2,449
+325
+15% +$42.8K 0.12% 173
2016
Q2 		$276K Buy
2,124
+50
+2% +$6.52K 0.1% 185
2016
Q1 		$263K Buy
+2,074
New +$257K 0.11% 177

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

WealthSource Partners's BA Position: Q4 2023 in Review

WealthSource Partners increased its Boeing (BA) stake by 9.6% in Q4 2023, buying an estimated $69.1K and bringing the position to 3,681 shares worth $959K. The position accounts for 0.06% of the portfolio, ranked #207.

WealthSource Partners first reported a position in BA in Q1 2016 and has held it in 30 quarters since. The position peaked at $2.34M in Q3 2019. 2,484 funds tracked by Wall St. Rank hold BA as of Q4 2023.

  • WealthSource Partners held 3,681 shares of Boeing worth $959K as of Q4 2023.
  • WealthSource Partners bought 323 Boeing shares in Q4 2023, an estimated $69.1K.
  • Boeing made up 0.06% of WealthSource Partners's portfolio in Q4 2023, its #207 holding.
  • WealthSource Partners first reported a position in Boeing in Q1 2016 and has held it in 30 quarters since.
  • WealthSource Partners's Boeing position peaked at $2.34M in Q3 2019.
  • 2,484 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.