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

Altium 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	$3.2M	Buy	102,897 +384	+0.4%	+$13.8K	0.23%	56
2022 Q1	$4.23M	Buy	102,513 +7,106	+7%	+$321K	0.27%	47
2021 Q4	$4.25M	Buy	95,407 +8,987	+10%	+$409K	0.27%	44
2021 Q3	$3.67M	Buy	86,420 +3,521	+4%	+$142K	0.26%	42
2021 Q2	$3.42M	Sell	82,899 -400	-0.5%	-$16.4K	0.25%	43
2021 Q1	$3.22M	Sell	83,299 -113	-0.1%	-$3.9K	0.26%	42
2020 Q4	$2.53M	Buy	83,412 +3,374	+4%	+$90.4K	0.22%	50
2020 Q3	$1.93M	Buy	80,038 +1,184	+2%	+$29.5K	0.2%	60
2020 Q2	$1.87M	Buy	78,854 +2,625	+3%	+$62K	0.21%	56
2020 Q1	$1.62M	Sell	76,229 -1,454	-2%	-$43.6K	0.22%	57
2019 Q4	$2.74M	Buy	77,683 +6,517	+9%	+$211K	0.33%	41
2019 Q3	$2.08M	Buy	71,166 +5,835	+9%	+$168K	0.28%	49
2019 Q2	$1.9M	Buy	65,331 +13,630	+26%	+$393K	0.27%	51
2019 Q1	$1.43M	Buy	51,701 +2,965	+6%	+$83.8K	0.23%	61
2018 Q4	$1.2M	Sell	48,736 -5,986	-11%	-$162K	0.23%	63
2018 Q3	$1.61M	Buy	54,722 +5,014	+10%	+$153K	0.31%	50
2018 Q2	$1.4M	Buy	49,708 +29,809	+150%	+$889K	0.37%	50
2018 Q1	$597K	Buy	19,899 +4,451	+29%	+$140K	0.23%	73
2017 Q4	$456K	Buy	+15,448	New	+$426K	0.21%	86

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

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

Altium Wealth Management increased its Bank of America (BAC) stake by 0.37% in Q2 2022, buying an estimated $13.8K and bringing the position to 102,897 shares worth $3.2M. The position accounts for 0.23% of the portfolio, ranked #56.

Altium Wealth Management first reported a position in BAC in Q4 2017 and has held it in 19 quarters since. The position peaked at $4.25M in Q4 2021. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Altium Wealth Management held 102,897 shares of Bank of America worth $3.2M as of Q2 2022.
Altium Wealth Management bought 384 Bank of America shares in Q2 2022, an estimated $13.8K.
Bank of America made up 0.23% of Altium Wealth Management's portfolio in Q2 2022, its #56 holding.
Altium Wealth Management first reported a position in Bank of America in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's Bank of America position peaked at $4.25M in Q4 2021.
2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

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