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Wintrust Investments’s Boeing BA Stock Holding History

Wintrust Investments’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
Q4 		– Sell
-313
Closed -$47K – 422
2024
Q3 		$47K Sell
313
-2,892
-90% -$496K 0.03% 315
2024
Q2 		$583K Buy
3,205
+50
+2% +$8.91K 0.05% 267
2024
Q1 		$609K Sell
3,155
-5,671
-64% -$1.17M 0.05% 254
2023
Q4 		$2.05M Sell
8,826
-564
-6% -$121K 0.2% 104
2023
Q3 		$1.73M Buy
9,390
+758
+9% +$166K 0.18% 115
2023
Q2 		$1.63M Buy
8,632
+593
+7% +$123K 0.16% 120
2023
Q1 		$1.5M Sell
8,039
-731
-8% -$152K 0.19% 105
2022
Q4 		$1.55M Sell
8,770
-1,596
-15% -$261K 0.2% 104
2022
Q3 		$1.61M Buy
10,366
+440
+4% +$67.5K 0.2% 94
2022
Q2 		$1.6M Sell
9,926
-895
-8% -$132K 0.19% 99
2022
Q1 		$2.08M Buy
10,821
+3,859
+55% +$775K 0.2% 93
2021
Q4 		$1.39M Buy
6,962
+3,938
+130% +$832K 0.13% 132
2021
Q3 		$665K Buy
3,024
+112
+4% +$25K 0.09% 153
2021
Q2 		$698K Buy
2,912
+26
+0.9% +$6.29K 0.07% 214
2021
Q1 		$735K Buy
+2,886
New +$641K 0.08% 206
2020
Q4 		– Sell
-2,726
Closed -$450K – 192
2020
Q3 		$450K Sell
2,726
-26
-0.9% -$4.43K 0.06% 214
2020
Q2 		$504K Buy
2,752
+359
+15% +$55.2K 0.07% 191
2020
Q1 		$357K Sell
2,393
-463
-16% -$127K 0.06% 217
2019
Q4 		$953K Sell
2,856
-252
-8% -$89.2K 0.13% 129
2019
Q3 		$1.18M Buy
3,108
+1,113
+56% +$398K 0.18% 106
2019
Q2 		$726K Buy
1,995
+672
+51% +$245K 0.11% 152
2019
Q1 		$505K Buy
1,323
+246
+23% +$94.7K 0.08% 200
2018
Q4 		$347K Buy
1,077
+96
+10% +$33.2K 0.06% 238
2018
Q3 		$365K Buy
981
+36
+4% +$12.6K 0.06% 259
2018
Q2 		$317K Buy
945
+73
+8% +$25.1K 0.06% 272
2018
Q1 		$286K Sell
872
-46
-5% -$15.5K 0.07% 202
2017
Q4 		$271K Buy
918
+90
+11% +$24.4K 0.06% 240
2017
Q3 		$210K Buy
+828
New +$193K 0.05% 260

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wintrust Investments's BA Position: Q4 2024 in Review

Wintrust Investments sold out of Boeing (BA) in Q4 2024, closing a stake of 313 shares — an estimated $47K sold.

Wintrust Investments first reported a position in BA in Q3 2017 and held it in 28 quarters. The position peaked at $2.08M in Q1 2022. 2,184 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • Wintrust Investments reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 313 Boeing shares in Q4 2024, an estimated $47K.
  • Wintrust Investments first reported a position in Boeing in Q3 2017 and held it in 28 quarters.
  • Wintrust Investments's Boeing position peaked at $2.08M in Q1 2022.
  • 2,184 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.