Klaas Financial Asset Advisors’s Boeing BA Stock Holding History

Klaas Financial Asset Advisors’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
2022 Q3	–	Sell	-22	Closed	-$3K	–	77
2022 Q2	$3K	Buy	+22	New	+$3.25K	﹤0.01%	70
2022 Q1	–	Sell	-31	Closed	-$6K	–	72
2021 Q4	$6K	Buy	+31	New	+$6.55K	﹤0.01%	80

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Klaas Financial Asset Advisors's BA Position: Q3 2022 in Review

Klaas Financial Asset Advisors sold out of Boeing (BA) in Q3 2022, closing a stake of 22 shares — an estimated $3K sold.

Klaas Financial Asset Advisors first reported a position in BA in Q4 2021 and held it in 2 quarters. The position peaked at $6K in Q4 2021. 1,828 funds tracked by Wall St. Rank hold BA as of Q3 2022.

Klaas Financial Asset Advisors reported no remaining Boeing position as of Q3 2022 after selling out during the quarter.
Klaas Financial Asset Advisors sold 22 Boeing shares in Q3 2022, an estimated $3K.
Klaas Financial Asset Advisors first reported a position in Boeing in Q4 2021 and held it in 2 quarters.
Klaas Financial Asset Advisors's Boeing position peaked at $6K in Q4 2021.
1,828 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Klaas Financial Asset Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.