Willner & Heller’s Boeing BA Stock Holding History

Willner & Heller’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	-770	Closed	-$201K	–	140
2023 Q4	$201K	Buy	+770	New	+$165K	0.22%	134

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

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

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

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

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

Willner & Heller's BA Position: Q1 2024 in Review

Willner & Heller sold out of Boeing (BA) in Q1 2024, closing a stake of 770 shares — an estimated $201K sold.

Willner & Heller first reported a position in BA in Q4 2023 and held it in 1 quarter. The position peaked at $201K in Q4 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Willner & Heller reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Willner & Heller sold 770 Boeing shares in Q1 2024, an estimated $201K.
Willner & Heller first reported a position in Boeing in Q4 2023 and held it in 1 quarter.
Willner & Heller's Boeing position peaked at $201K in Q4 2023.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Willner & Heller's 13F filing for Q1 2024, filed 19 Jul 2024.