WR Wealth Planners’s Boeing BA Stock Holding History

WR Wealth Planners’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	$222K	Sell	1,254 -41	-3%	-$6.43K	0.07%	148
2024 Q3	$197K	Buy	1,295 +35	+3%	+$6K	0.05%	184
2024 Q2	$229K	Sell	1,260 -102	-7%	-$18.2K	0.07%	156
2024 Q1	$263K	Sell	1,362 -27	-2%	-$5.55K	0.08%	145
2023 Q4	$362K	Buy	1,389 +70	+5%	+$15K	0.13%	132
2023 Q3	$253K	Sell	1,319 -86	-6%	-$18.8K	0.1%	149
2023 Q2	$297K	Buy	1,405 +654	+87%	+$136K	0.11%	135
2023 Q1	$160K	Buy	751 +582	+344%	+$121K	0.07%	182
2022 Q4	$32.2K	Hold	169	–	–	0.02%	196
2022 Q3	$20.5K	Buy	169 +24	+17%	+$3.68K	0.01%	204
2022 Q2	$19.8K	Hold	145	–	–	0.01%	228
2022 Q1	$27.8K	Buy	+145	New	+$29.1K	0.02%	204

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

WR Wealth Planners's BA Position: Q4 2024 in Review

WR Wealth Planners reduced its Boeing (BA) stake by 3.2% in Q4 2024, selling an estimated $6.43K and leaving 1,254 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #148.

WR Wealth Planners first reported a position in BA in Q1 2022 and has held it in 12 quarters since. The position peaked at $362K in Q4 2023. 2,184 funds tracked by Wall St. Rank hold BA as of Q4 2024.

WR Wealth Planners held 1,254 shares of Boeing worth $222K as of Q4 2024.
WR Wealth Planners sold 41 Boeing shares in Q4 2024, an estimated $6.43K.
Boeing made up 0.07% of WR Wealth Planners's portfolio in Q4 2024, its #148 holding.
WR Wealth Planners first reported a position in Boeing in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Boeing position peaked at $362K in Q4 2023.
2,184 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.