Axim Planning & Wealth’s Bank of America BAC Stock Holding History

Axim Planning & Wealth’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 Q4	–	Sell	-400	Closed	-$12K	–	37
2022 Q3	$12K	Sell	400 -498	-55%	-$16.6K	0.01%	105
2022 Q2	$28K	Buy	+898	New	+$32.3K	0.02%	63

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Axim Planning & Wealth's BAC Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Bank of America (BAC) in Q4 2022, closing a stake of 400 shares — an estimated $12K sold.

Axim Planning & Wealth first reported a position in BAC in Q2 2022 and held it in 2 quarters. The position peaked at $28K in Q2 2022. 2,717 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

Axim Planning & Wealth reported no remaining Bank of America position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 400 Bank of America shares in Q4 2022, an estimated $12K.
Axim Planning & Wealth first reported a position in Bank of America in Q2 2022 and held it in 2 quarters.
Axim Planning & Wealth's Bank of America position peaked at $28K in Q2 2022.
2,717 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.