WESPAC Advisors SoCal’s Boeing BA Stock Holding History

WESPAC Advisors SoCal’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 Q2	–	Sell	-2,183	Closed	-$464K	–	85
2023 Q1	$464K	Sell	2,183 -125	-5%	-$26K	0.16%	66
2022 Q4	$440K	Buy	+2,308	New	+$378K	0.16%	69
2019 Q2	–	Sell	-50	Closed	-$19K	–	103
2019 Q1	$19K	Sell	50 -195	-80%	-$75.1K	0.01%	175
2018 Q4	$79K	Buy	245 +145	+145%	+$50.1K	0.05%	106
2018 Q3	$37K	Buy	+100	New	+$35.1K	0.02%	144
2016 Q1	–	Sell	-700	Closed	-$101K	–	290
2015 Q4	$101K	Buy	+700	New	+$101K	0.07%	101

Other funds holding BA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WESPAC Advisors SoCal's BA Position: Q2 2023 in Review

WESPAC Advisors SoCal sold out of Boeing (BA) in Q2 2023, closing a stake of 2,183 shares — an estimated $464K sold.

WESPAC Advisors SoCal first reported a position in BA in Q4 2015 and held it in 6 quarters. The position peaked at $464K in Q1 2023. 2,227 funds tracked by Wall St. Rank hold BA as of Q2 2023.

WESPAC Advisors SoCal reported no remaining Boeing position as of Q2 2023 after selling out during the quarter.
WESPAC Advisors SoCal sold 2,183 Boeing shares in Q2 2023, an estimated $464K.
WESPAC Advisors SoCal first reported a position in Boeing in Q4 2015 and held it in 6 quarters.
WESPAC Advisors SoCal's Boeing position peaked at $464K in Q1 2023.
2,227 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2023, filed 20 Jul 2023.