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World Equity Group’s Boeing BA Stock Holding History

World Equity 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
2024
Q3 		– Sell
-1,129
Closed -$206K – 263
2024
Q2 		$206K Sell
1,129
-965
-46% -$172K 0.06% 256
2024
Q1 		$404K Sell
2,094
-4,472
-68% -$919K 0.08% 208
2023
Q4 		$1.71M Sell
6,566
-1,634
-20% -$349K 0.34% 69
2023
Q3 		$1.57M Buy
8,200
+4,064
+98% +$889K 0.33% 73
2023
Q2 		$873K Sell
4,136
-3,133
-43% -$651K 0.26% 103
2023
Q1 		$406K Buy
7,269
+3,196
+78% +$664K 0.06% 318
2022
Q4 		$776K Buy
4,073
+134
+3% +$21.9K 0.18% 131
2022
Q3 		$477K Buy
3,939
+98
+3% +$15K 0.12% 170
2022
Q2 		$525K Sell
3,841
-367
-9% -$54.1K 0.13% 173
2022
Q1 		$806K Buy
+4,208
New +$845K 0.17% 147

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

World Equity Group's BA Position: Q3 2024 in Review

World Equity Group sold out of Boeing (BA) in Q3 2024, closing a stake of 1,129 shares — an estimated $206K sold.

World Equity Group first reported a position in BA in Q1 2022 and held it in 10 quarters. The position peaked at $1.71M in Q4 2023. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • World Equity Group reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • World Equity Group sold 1,129 Boeing shares in Q3 2024, an estimated $206K.
  • World Equity Group first reported a position in Boeing in Q1 2022 and held it in 10 quarters.
  • World Equity Group's Boeing position peaked at $1.71M in Q4 2023.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on World Equity Group's 13F filing for Q3 2024, filed 30 Oct 2024.