Karpas Strategies’s Boeing BA Stock Holding History

Karpas Strategies’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
2021 Q4	–	Sell	-968	Closed	-$206K	–	124
2021 Q3	$206K	Sell	968 -50	-5%	-$11.2K	0.07%	116
2021 Q2	$244K	Hold	1,018	–	–	0.09%	106
2021 Q1	$259K	Hold	1,018	–	–	0.1%	104
2020 Q4	$218K	Buy	+1,018	New	+$196K	0.09%	118
2020 Q1	–	Sell	-1,018	Closed	-$332K	–	116
2019 Q4	$332K	Hold	1,018	–	–	0.12%	97
2019 Q3	$387K	Hold	1,018	–	–	0.16%	87
2019 Q2	$371K	Hold	1,018	–	–	0.15%	88
2019 Q1	$388K	Hold	1,018	–	–	0.16%	86
2018 Q4	$328K	Hold	1,018	–	–	0.15%	85
2018 Q3	$379K	Hold	1,018	–	–	0.16%	90
2018 Q2	$342K	Hold	1,018	–	–	0.15%	93
2018 Q1	$334K	Hold	1,018	–	–	0.15%	92
2017 Q4	$300K	Hold	1,018	–	–	0.13%	95
2017 Q3	$259K	Hold	1,018	–	–	0.11%	104
2017 Q2	$201K	Buy	+1,018	New	+$190K	0.09%	116

Other funds holding BA

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Karpas Strategies's BA Position: Q4 2021 in Review

Karpas Strategies sold out of Boeing (BA) in Q4 2021, closing a stake of 968 shares — an estimated $206K sold.

Karpas Strategies first reported a position in BA in Q2 2017 and held it in 15 quarters. The position peaked at $388K in Q1 2019. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

Karpas Strategies reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
Karpas Strategies sold 968 Boeing shares in Q4 2021, an estimated $206K.
Karpas Strategies first reported a position in Boeing in Q2 2017 and held it in 15 quarters.
Karpas Strategies's Boeing position peaked at $388K in Q1 2019.
2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Karpas Strategies's 13F filing for Q4 2021, filed 7 Feb 2022.