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AAFMAA Wealth Management & Trust’s Bank of America BAC Stock Holding History

AAFMAA Wealth Management & Trust’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-104,177
Closed -$4.63M – 68
2021
Q4 		$4.63M Buy
104,177
+10,000
+11% +$456K 2.02% 23
2021
Q3 		$4M Hold
94,177
– – 1.9% 18
2021
Q2 		$3.88M Buy
+94,177
New +$3.86M 1.78% 23
2021
Q1 		– Sell
-154,546
Closed -$4.68M – 65
2020
Q4 		$4.68M Buy
+154,546
New +$4.14M 2.26% 19

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AAFMAA Wealth Management & Trust's BAC Position: Q1 2022 in Review

AAFMAA Wealth Management & Trust sold out of Bank of America (BAC) in Q1 2022, closing a stake of 104,177 shares — an estimated $4.63M sold.

AAFMAA Wealth Management & Trust first reported a position in BAC in Q4 2020 and held it in 4 quarters. The position peaked at $4.68M in Q4 2020. 2,790 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

  • AAFMAA Wealth Management & Trust reported no remaining Bank of America position as of Q1 2022 after selling out during the quarter.
  • AAFMAA Wealth Management & Trust sold 104,177 Bank of America shares in Q1 2022, an estimated $4.63M.
  • AAFMAA Wealth Management & Trust first reported a position in Bank of America in Q4 2020 and held it in 4 quarters.
  • AAFMAA Wealth Management & Trust's Bank of America position peaked at $4.68M in Q4 2020.
  • 2,790 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q1 2022, filed 7 Apr 2022.