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Woodmont Investment Counsel’s Boeing BA Stock Holding History

Woodmont Investment Counsel’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
-1,243
Closed -$324K – 368
2023
Q4 		$324K Buy
1,243
+30
+2% +$6.42K 0.03% 198
2023
Q3 		$233K Hold
1,213
– – 0.02% 215
2023
Q2 		$256K Sell
1,213
-100
-8% -$20.8K 0.03% 211
2023
Q1 		$279K Buy
1,313
+248
+23% +$51.5K 0.03% 206
2022
Q4 		$203K Buy
+1,065
New +$174K 0.02% 247
2019
Q1 		– Sell
-795
Closed -$256K – 179
2018
Q4 		$256K Buy
+795
New +$275K 0.07% 156
2016
Q4 		– Sell
-100
Closed -$13K – 226
2016
Q3 		$13K Buy
+100
New +$13.2K ﹤0.01% 429
2016
Q2 		– Sell
-100
Closed -$13K – 206
2016
Q1 		$13K Hold
100
– – ﹤0.01% 388
2015
Q4 		$14K Hold
100
– – ﹤0.01% 386
2015
Q3 		$13K Sell
100
-125
-56% -$17.3K ﹤0.01% 399
2015
Q2 		$31K Buy
+225
New +$32.8K 0.01% 312

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Woodmont Investment Counsel's BA Position: Q1 2024 in Review

Woodmont Investment Counsel sold out of Boeing (BA) in Q1 2024, closing a stake of 1,243 shares — an estimated $324K sold.

Woodmont Investment Counsel first reported a position in BA in Q2 2015 and held it in 11 quarters. The position peaked at $324K in Q4 2023. 2,195 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Woodmont Investment Counsel reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 1,243 Boeing shares in Q1 2024, an estimated $324K.
  • Woodmont Investment Counsel first reported a position in Boeing in Q2 2015 and held it in 11 quarters.
  • Woodmont Investment Counsel's Boeing position peaked at $324K in Q4 2023.
  • 2,195 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Woodmont Investment Counsel's 13F filing for Q1 2024, filed 18 Apr 2024.