Baron Financial Group’s Bank of America BAC Stock Holding History

Baron Financial Group’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	-2,068	Closed	-$64.4K	–	66
2022 Q2	$64.4K	Buy	2,068 +1	+0%	+$36	0.04%	73
2022 Q1	$85.2K	Buy	2,067 +251	+14%	+$11.3K	0.05%	71
2021 Q4	$80.8K	Hold	1,816	–	–	0.05%	73
2021 Q3	$77.1K	Sell	1,816 -99	-5%	-$3.99K	0.05%	73
2021 Q2	$79K	Buy	1,915 +1	+0.1%	+$41	0.05%	74
2021 Q1	$74.1K	Sell	1,914 -100	-5%	-$3.45K	0.05%	79
2020 Q4	$61K	Sell	2,014 -49	-2%	-$1.31K	0.05%	81
2020 Q3	$49.7K	Buy	+2,063	New	+$51.4K	0.05%	85

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

Baron Financial Group's BAC Position: Q3 2022 in Review

Baron Financial Group sold out of Bank of America (BAC) in Q3 2022, closing a stake of 2,068 shares — an estimated $64.4K sold.

Baron Financial Group first reported a position in BAC in Q3 2020 and held it in 8 quarters. The position peaked at $85.2K in Q1 2022. 2,601 funds tracked by Wall St. Rank hold BAC as of Q3 2022.

Baron Financial Group reported no remaining Bank of America position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 2,068 Bank of America shares in Q3 2022, an estimated $64.4K.
Baron Financial Group first reported a position in Bank of America in Q3 2020 and held it in 8 quarters.
Baron Financial Group's Bank of America position peaked at $85.2K in Q1 2022.
2,601 funds tracked by Wall St. Rank held Bank of America as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.