Windsor Advisory Group’s Boeing BA Stock Holding History

Windsor Advisory Group’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 Q4	–	Sell	-3,043	Closed	-$583K	–	57
2023 Q3	$583K	Hold	3,043	–	–	1.39%	21
2023 Q2	$643K	Hold	3,043	–	–	1.59%	16
2023 Q1	$646K	Sell	3,043 -40	-1%	-$8.31K	1.55%	18
2022 Q4	$587K	Buy	+3,083	New	+$504K	1.56%	19

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Windsor Advisory Group's BA Position: Q4 2023 in Review

Windsor Advisory Group sold out of Boeing (BA) in Q4 2023, closing a stake of 3,043 shares — an estimated $583K sold.

Windsor Advisory Group first reported a position in BA in Q4 2022 and held it in 4 quarters. The position peaked at $646K in Q1 2023. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

Windsor Advisory Group reported no remaining Boeing position as of Q4 2023 after selling out during the quarter.
Windsor Advisory Group sold 3,043 Boeing shares in Q4 2023, an estimated $583K.
Windsor Advisory Group first reported a position in Boeing in Q4 2022 and held it in 4 quarters.
Windsor Advisory Group's Boeing position peaked at $646K in Q1 2023.
2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Windsor Advisory Group's 13F filing for Q4 2023, filed 22 Jan 2024.