Aevitas Wealth Management’s Bank of America BAC Stock Holding History

Aevitas Wealth Management’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 Q2	–	Sell	-4,903	Closed	-$202K	–	111
2022 Q1	$202K	Buy	4,903 +409	+9%	+$18.5K	0.12%	115
2021 Q4	$200K	Buy	+4,494	New	+$205K	0.12%	120
2019 Q2	–	Sell	-3,362	Closed	-$92K	–	119
2019 Q1	$92K	Buy	3,362 +12	+0.4%	+$339	0.08%	141
2018 Q4	$83K	Buy	3,350 +485	+17%	+$13.2K	0.08%	141
2018 Q3	$84K	Buy	2,865 +9	+0.3%	+$274	0.08%	154
2018 Q2	$81K	Buy	2,856 +15	+0.5%	+$448	0.08%	146
2018 Q1	$85K	Buy	2,841 +300	+12%	+$9.42K	0.08%	143
2017 Q4	$75K	Buy	+2,541	New	+$70K	0.07%	156

Other funds holding BAC

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

Norges Bank Oslo, Norway $935B AUM

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

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

Aevitas Wealth Management's BAC Position: Q2 2022 in Review

Aevitas Wealth Management sold out of Bank of America (BAC) in Q2 2022, closing a stake of 4,903 shares — an estimated $202K sold.

Aevitas Wealth Management first reported a position in BAC in Q4 2017 and held it in 8 quarters. The position peaked at $202K in Q1 2022. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Aevitas Wealth Management reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
Aevitas Wealth Management sold 4,903 Bank of America shares in Q2 2022, an estimated $202K.
Aevitas Wealth Management first reported a position in Bank of America in Q4 2017 and held it in 8 quarters.
Aevitas Wealth Management's Bank of America position peaked at $202K in Q1 2022.
2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Aevitas Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.