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WealthSpring Partners’s Boeing BA Stock Holding History

WealthSpring 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
Q3 		$353K Sell
1,842
-840
-31% -$184K 0.26% 53
2023
Q2 		$566K Buy
2,682
+596
+29% +$124K 0.41% 39
2023
Q1 		$443K Hold
2,086
– – 0.34% 46
2022
Q4 		$397K Hold
2,086
– – 0.31% 52
2022
Q3 		$253K Buy
+2,086
New +$320K 0.22% 65

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
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
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

WealthSpring Partners's BA Position: Q3 2023 in Review

WealthSpring Partners reduced its Boeing (BA) stake by 31% in Q3 2023, selling an estimated $184K and leaving 1,842 shares worth $353K. The position accounts for 0.26% of the portfolio, ranked #53.

WealthSpring Partners first reported a position in BA in Q3 2022 and has held it in 5 quarters since. The position peaked at $566K in Q2 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q3 2023.

  • WealthSpring Partners held 1,842 shares of Boeing worth $353K as of Q3 2023.
  • WealthSpring Partners sold 840 Boeing shares in Q3 2023, an estimated $184K.
  • Boeing made up 0.26% of WealthSpring Partners's portfolio in Q3 2023, its #53 holding.
  • WealthSpring Partners first reported a position in Boeing in Q3 2022 and has held it in 5 quarters since.
  • WealthSpring Partners's Boeing position peaked at $566K in Q2 2023.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on WealthSpring Partners's 13F filing for Q3 2023, filed 3 Nov 2023.