Karpus Investment Management’s Peak Bio, Inc. Common Stock PKBO Stock Holding History

Karpus Investment Management’s Portfolio PKBO Stock Details PKBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-89,049	Closed	-$889K	–	517
2022 Q3	$889K	Sell	89,049 -50,000	-36%	-$496K	0.03%	337
2022 Q2	$1.37M	Hold	139,049	–	–	0.05%	302
2022 Q1	$1.37M	Hold	139,049	–	–	0.04%	268
2021 Q4	$1.35M	Sell	139,049 -17,000	-11%	-$166K	0.04%	244
2021 Q3	$1.53M	Sell	156,049 -9,800	-6%	-$95.1K	0.05%	193
2021 Q2	$1.6M	Buy	165,849 +3,749	+2%	+$36.5K	0.05%	187
2021 Q1	$1.56M	Buy	+162,100	New	+$1.57M	0.05%	186

Other funds holding PKBO

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Karpus Investment Management's PKBO Position: Q4 2022 in Review

Karpus Investment Management sold out of Peak Bio, Inc. Common Stock (PKBO) in Q4 2022, closing a stake of 89,049 shares — an estimated $889K sold.

Karpus Investment Management first reported a position in PKBO in Q1 2021 and held it in 7 quarters. The position peaked at $1.6M in Q2 2021. 9 funds tracked by Wall St. Rank hold PKBO as of Q4 2022.

Karpus Investment Management reported no remaining Peak Bio, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Karpus Investment Management sold 89,049 Peak Bio, Inc. Common Stock shares in Q4 2022, an estimated $889K.
Karpus Investment Management first reported a position in Peak Bio, Inc. Common Stock in Q1 2021 and held it in 7 quarters.
Karpus Investment Management's Peak Bio, Inc. Common Stock position peaked at $1.6M in Q2 2021.
9 funds tracked by Wall St. Rank held Peak Bio, Inc. Common Stock as of Q4 2022.

Based on Karpus Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.