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B. Riley Wealth Management’s Bank of America BAC Stock Holding History

B. Riley 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 		$21K Buy
49,500
+5,729
+13% +$206K 0.02% 107
2022
Q1 		$1.8M Sell
43,771
-274,227
-86% -$12.4M 0.14% 146
2021
Q4 		$3.29M Buy
317,998
+261,629
+464% +$11.9M 0.23% 99
2021
Q3 		$2.39M Buy
56,369
+1,947
+4% +$78.4K 0.18% 113
2021
Q2 		$2.24M Buy
54,422
+9,176
+20% +$376K 0.25% 92
2021
Q1 		$1.75M Buy
45,246
+8,308
+22% +$287K 0.2% 106
2020
Q4 		$1.12M Sell
36,938
-12,281
-25% -$329K 0.14% 137
2020
Q3 		$1.19M Buy
+49,219
New +$1.23M 0.14% 135
2020
Q2 		– Sell
-49,932
Closed -$1.06M – 434
2020
Q1 		$1.06M Buy
49,932
+19,609
+65% +$588K 0.11% 168
2019
Q4 		$1.07M Sell
30,323
-1,515
-5% -$49K 0.16% 136
2019
Q3 		$929K Sell
31,838
-3,040
-9% -$87.4K 0.16% 137
2019
Q2 		$1.01K Buy
34,878
+2,137
+7% +$61.6K 0.16% 131
2019
Q1 		$903K Sell
32,741
-62,726
-66% -$1.77M 0.16% 144
2018
Q4 		$2.35M Sell
95,467
-3,836
-4% -$104K 0.49% 47
2018
Q3 		$2.92M Buy
+99,303
New +$3.02M 0.72% 29
2016
Q1 		$381K Buy
28,247
+11,401
+68% +$154K 0.57% 59
2015
Q4 		$283K Buy
16,846
+216
+1% +$3.65K 0.36% 100
2015
Q3 		$259K Sell
16,630
-3,000
-15% -$50.5K 0.37% 100
2015
Q2 		$334K Sell
19,630
-3,657
-16% -$60.3K 0.27% 107
2015
Q1 		$358K Buy
23,287
+1,511
+7% +$24.3K 0.27% 106
2014
Q4 		$389K Sell
21,776
-491
-2% -$8.4K 0.32% 75
2014
Q3 		$379K Sell
22,267
-424
-2% -$6.75K 0.28% 94
2014
Q2 		$348K Sell
22,691
-7,137
-24% -$111K 0.23% 120
2014
Q1 		$513K Buy
+29,828
New +$502K 0.38% 53

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Management's BAC Position: Q2 2022 in Review

B. Riley Wealth Management increased its Bank of America (BAC) stake by 13% in Q2 2022, buying an estimated $206K and bringing the position to 49,500 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #107.

B. Riley Wealth Management first reported a position in BAC in Q1 2014 and has held it in 24 quarters since. The position peaked at $3.29M in Q4 2021. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

  • B. Riley Wealth Management held 49,500 shares of Bank of America worth $21K as of Q2 2022.
  • B. Riley Wealth Management bought 5,729 Bank of America shares in Q2 2022, an estimated $206K.
  • Bank of America made up 0.02% of B. Riley Wealth Management's portfolio in Q2 2022, its #107 holding.
  • B. Riley Wealth Management first reported a position in Bank of America in Q1 2014 and has held it in 24 quarters since.
  • B. Riley Wealth Management's Bank of America position peaked at $3.29M in Q4 2021.
  • 2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.