WESPAC Advisors’s Boeing BA Stock Holding History

WESPAC Advisors’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 Q2	–	Sell	-1,050	Closed	-$203K	–	148
2024 Q1	$203K	Hold	1,050	–	–	0.12%	162
2023 Q4	$274K	Sell	1,050 -36	-3%	-$7.7K	0.19%	123
2023 Q3	$208K	Hold	1,086	–	–	0.16%	133
2023 Q2	$229K	Buy	+1,086	New	+$226K	0.18%	113
2022 Q1	–	Sell	-1,850	Closed	-$372K	–	102
2021 Q4	$372K	Hold	1,850	–	–	0.25%	118
2021 Q3	$407K	Buy	1,850 +975	+111%	+$217K	0.25%	118
2021 Q2	$210K	Sell	875 -685	-44%	-$166K	0.4%	94
2021 Q1	$397K	Buy	1,560 +400	+34%	+$88.9K	0.3%	96
2020 Q4	$248K	Buy	+1,160	New	+$223K	0.19%	124
2019 Q4	–	Sell	-1,098	Closed	-$418K	–	99
2019 Q3	$418K	Buy	+1,098	New	+$392K	0.42%	68
2019 Q1	–	Sell	-1,738	Closed	-$561K	–	128
2018 Q4	$561K	Sell	1,738 -356	-17%	-$123K	0.54%	55
2018 Q3	$779K	Buy	2,094 +758	+57%	+$266K	0.45%	71
2018 Q2	$448K	Sell	1,336 -713	-35%	-$245K	0.46%	77
2018 Q1	$672K	Buy	+2,049	New	+$692K	0.41%	81
2014 Q3	–	Sell	-3,053	Closed	-$388K	–	131
2014 Q2	$388K	Sell	3,053 -677	-18%	-$88.4K	0.44%	83
2014 Q1	$468K	Buy	+3,730	New	+$486K	0.41%	92

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WESPAC Advisors's BA Position: Q2 2024 in Review

WESPAC Advisors sold out of Boeing (BA) in Q2 2024, closing a stake of 1,050 shares — an estimated $203K sold.

WESPAC Advisors first reported a position in BA in Q1 2014 and held it in 16 quarters. The position peaked at $779K in Q3 2018. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

WESPAC Advisors reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
WESPAC Advisors sold 1,050 Boeing shares in Q2 2024, an estimated $203K.
WESPAC Advisors first reported a position in Boeing in Q1 2014 and held it in 16 quarters.
WESPAC Advisors's Boeing position peaked at $779K in Q3 2018.
2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on WESPAC Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.