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

Arbor 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
2019
Q2 		– Sell
-529
Closed -$15K – 214
2019
Q1 		$15K Buy
+529
New +$14.9K 0.01% 122

Other funds holding BAC

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arbor Wealth Management's BAC Position: Q4 2021 in Review

Arbor Wealth Management increased its Bank of America (BAC) stake by 2.6% in Q4 2021, buying an estimated $6.92K and bringing the position to 6,047 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #50.

Arbor Wealth Management first reported a position in BAC in Q4 2015 and has held it in 10 quarters since. The position peaked at $2.69M in Q1 2016. 2,786 funds tracked by Wall St. Rank hold BAC as of Q4 2021.

  • Arbor Wealth Management held 6,047 shares of Bank of America worth $269K as of Q4 2021.
  • Arbor Wealth Management bought 152 Bank of America shares in Q4 2021, an estimated $6.92K.
  • Bank of America made up 0.06% of Arbor Wealth Management's portfolio in Q4 2021, its #50 holding.
  • Arbor Wealth Management first reported a position in Bank of America in Q4 2015 and has held it in 10 quarters since.
  • Arbor Wealth Management's Bank of America position peaked at $2.69M in Q1 2016.
  • 2,786 funds tracked by Wall St. Rank held Bank of America as of Q4 2021.

Based on Arbor Wealth Management's 13F filing for Q4 2021, filed 25 Jan 2022.