WFAG
BA icon

Wescott Financial Advisory Group’s Boeing BA Stock Holding History

Wescott Financial Advisory Group’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
Q1 		– Sell
-859
Closed -$224K – 162
2023
Q4 		$224K Buy
+859
New +$184K 0.03% 151

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 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wescott Financial Advisory Group's BA Position: Q1 2024 in Review

Wescott Financial Advisory Group sold out of Boeing (BA) in Q1 2024, closing a stake of 859 shares — an estimated $224K sold.

Wescott Financial Advisory Group first reported a position in BA in Q4 2023 and held it in 1 quarter. The position peaked at $224K in Q4 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Wescott Financial Advisory Group reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 859 Boeing shares in Q1 2024, an estimated $224K.
  • Wescott Financial Advisory Group first reported a position in Boeing in Q4 2023 and held it in 1 quarter.
  • Wescott Financial Advisory Group's Boeing position peaked at $224K in Q4 2023.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2024, filed 13 May 2024.