Advocacy Wealth Management Services’s Bank of America BAC Stock Holding History

Advocacy Wealth Management Services’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	-362	Closed	-$16K	–	186
2021 Q4	$16K	Hold	362	–	–	﹤0.01%	107
2021 Q3	$15K	Sell	362 -192	-35%	-$7.73K	﹤0.01%	108
2021 Q2	$23K	Buy	+554	New	+$22.7K	﹤0.01%	100
2019 Q1	–	Sell	-500	Closed	-$12K	–	132
2018 Q4	$12K	Hold	500	–	–	0.01%	109
2018 Q3	$15K	Hold	500	–	–	0.01%	105
2018 Q2	$14K	Hold	500	–	–	0.01%	109
2018 Q1	$15K	Hold	500	–	–	0.01%	108
2017 Q4	$15K	Hold	500	–	–	0.01%	126
2017 Q3	$13K	Hold	500	–	–	0.01%	162
2017 Q2	$12K	Hold	500	–	–	﹤0.01%	170
2017 Q1	$12K	Hold	500	–	–	﹤0.01%	182
2016 Q4	$11K	Buy	+500	New	+$9.63K	﹤0.01%	186
2016 Q2	–	Sell	-2,000	Closed	-$27K	–	397
2016 Q1	$27K	Hold	2,000	–	–	0.02%	248
2015 Q4	$34K	Buy	+2,000	New	+$33.8K	0.04%	198

Other funds holding BAC

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Advocacy Wealth Management Services's BAC Position: Q1 2022 in Review

Advocacy Wealth Management Services sold out of Bank of America (BAC) in Q1 2022, closing a stake of 362 shares — an estimated $16K sold.

Advocacy Wealth Management Services first reported a position in BAC in Q4 2015 and held it in 14 quarters. The position peaked at $34K in Q4 2015. 2,790 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

Advocacy Wealth Management Services reported no remaining Bank of America position as of Q1 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 362 Bank of America shares in Q1 2022, an estimated $16K.
Advocacy Wealth Management Services first reported a position in Bank of America in Q4 2015 and held it in 14 quarters.
Advocacy Wealth Management Services's Bank of America position peaked at $34K in Q4 2015.
2,790 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2022, filed 4 Apr 2022.