Western Financial Corp’s Boeing BA Stock Holding History

Western Financial Corp’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	-4,573	Closed	-$882K	–	117
2024 Q1	$882K	Sell	4,573 -1,843	-29%	-$379K	0.54%	58
2023 Q4	$1.67M	Sell	6,416 -2,829	-31%	-$605K	1.12%	11
2023 Q3	$1.77M	Buy	9,245 +773	+9%	+$169K	1.3%	8
2023 Q2	$1.79M	Buy	8,472 +469	+6%	+$97.4K	1.22%	7
2023 Q1	$1.7M	Buy	+8,003	New	+$1.66M	1.21%	6

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

Western Financial Corp's BA Position: Q2 2024 in Review

Western Financial Corp sold out of Boeing (BA) in Q2 2024, closing a stake of 4,573 shares — an estimated $882K sold.

Western Financial Corp first reported a position in BA in Q1 2023 and held it in 5 quarters. The position peaked at $1.79M in Q2 2023. 2,074 funds tracked by Wall St. Rank hold BA as of Q2 2024.

Western Financial Corp reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
Western Financial Corp sold 4,573 Boeing shares in Q2 2024, an estimated $882K.
Western Financial Corp first reported a position in Boeing in Q1 2023 and held it in 5 quarters.
Western Financial Corp's Boeing position peaked at $1.79M in Q2 2023.
2,074 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Western Financial Corp's 13F filing for Q2 2024, filed 19 Jul 2024.