Win Advisors’s Boeing BA Stock Holding History

Win 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
2023 Q1	–	Sell	-227	Closed	-$43.2K	–	44
2022 Q4	$43.2K	Buy	+227	New	+$37.1K	0.02%	46

Other funds holding BA

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Win Advisors's BA Position: Q1 2023 in Review

Win Advisors sold out of Boeing (BA) in Q1 2023, closing a stake of 227 shares — an estimated $43.2K sold.

Win Advisors first reported a position in BA in Q4 2022 and held it in 1 quarter. The position peaked at $43.2K in Q4 2022. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

Win Advisors reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
Win Advisors sold 227 Boeing shares in Q1 2023, an estimated $43.2K.
Win Advisors first reported a position in Boeing in Q4 2022 and held it in 1 quarter.
Win Advisors's Boeing position peaked at $43.2K in Q4 2022.
2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.