Arcadia Investment Advisors’s Bank of America BAC Stock Holding History

Arcadia Investment Advisors’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 Q3	–	Sell	-700	Closed	-$21.8K	–	92
2022 Q2	$21.8K	Hold	700	–	–	0.02%	62
2022 Q1	$28.9K	Hold	700	–	–	0.02%	59
2021 Q4	$31.1K	Hold	700	–	–	0.02%	57
2021 Q3	$29.7K	Sell	700 -55	-7%	-$2.21K	0.02%	58
2021 Q2	$31.1K	Buy	755 +55	+8%	+$2.25K	0.02%	57
2021 Q1	$27.1K	Hold	700	–	–	0.01%	55
2020 Q4	$21.2K	Hold	700	–	–	0.01%	57
2020 Q3	$16.9K	Buy	+700	New	+$17.4K	0.01%	61

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

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

Norges Bank Oslo, Norway $935B AUM

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

Arcadia Investment Advisors's BAC Position: Q3 2022 in Review

Arcadia Investment Advisors sold out of Bank of America (BAC) in Q3 2022, closing a stake of 700 shares — an estimated $21.8K sold.

Arcadia Investment Advisors first reported a position in BAC in Q3 2020 and held it in 8 quarters. The position peaked at $31.1K in Q4 2021. 2,601 funds tracked by Wall St. Rank hold BAC as of Q3 2022.

Arcadia Investment Advisors reported no remaining Bank of America position as of Q3 2022 after selling out during the quarter.
Arcadia Investment Advisors sold 700 Bank of America shares in Q3 2022, an estimated $21.8K.
Arcadia Investment Advisors first reported a position in Bank of America in Q3 2020 and held it in 8 quarters.
Arcadia Investment Advisors's Bank of America position peaked at $31.1K in Q4 2021.
2,601 funds tracked by Wall St. Rank held Bank of America as of Q3 2022.

Based on Arcadia Investment Advisors's 13F filing for Q3 2022, filed 19 Dec 2024.