Wipfli Financial Advisors’s Boeing BA Stock Holding History

Wipfli Financial 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
2022 Q3	$556K	Buy	+4,596	New	+$705K	0.04%	204

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

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

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

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

Wipfli Financial Advisors's BA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Boeing (BA) in Q3 2022: 4,596 shares worth $556K. The stake represents 0.04% of the portfolio and ranks #204 among its holdings.

1,828 funds tracked by Wall St. Rank hold BA as of Q3 2022.

Wipfli Financial Advisors held 4,596 shares of Boeing worth $556K as of Q3 2022.
Boeing was a new Wipfli Financial Advisors position in Q3 2022.
Boeing made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #204 holding.
1,828 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.