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Yoder Wealth Management’s Boeing BA Stock Holding History

Yoder Wealth Management’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
-899
Closed -$234K – 109
2023
Q4 		$234K Buy
+899
New +$192K 0.17% 87
2023
Q3 		– Sell
-990
Closed -$209K – 79
2023
Q2 		$209K Hold
990
– – 0.16% 75
2023
Q1 		$210K Buy
+990
New +$206K 0.17% 70

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

Yoder Wealth Management's BA Position: Q1 2024 in Review

Yoder Wealth Management sold out of Boeing (BA) in Q1 2024, closing a stake of 899 shares — an estimated $234K sold.

Yoder Wealth Management first reported a position in BA in Q1 2023 and held it in 3 quarters. The position peaked at $234K in Q4 2023. 2,195 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Yoder Wealth Management reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Yoder Wealth Management sold 899 Boeing shares in Q1 2024, an estimated $234K.
  • Yoder Wealth Management first reported a position in Boeing in Q1 2023 and held it in 3 quarters.
  • Yoder Wealth Management's Boeing position peaked at $234K in Q4 2023.
  • 2,195 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Yoder Wealth Management's 13F filing for Q1 2024, filed 19 Apr 2024.