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BCR Wealth Strategies’s Bank of America BAC Stock Holding History

BCR Wealth Strategies’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
-610
Closed -$18K – 26
2022
Q3 		$18K Hold
610
– – 0.02% 58
2022
Q2 		$19K Hold
610
– – 0.02% 58
2022
Q1 		$25K Hold
610
– – 0.02% 55
2021
Q4 		$27K Buy
+610
New +$27.8K 0.03% 57

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCR Wealth Strategies's BAC Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Bank of America (BAC) in Q4 2022, closing a stake of 610 shares — an estimated $18K sold.

BCR Wealth Strategies first reported a position in BAC in Q4 2021 and held it in 4 quarters. The position peaked at $27K in Q4 2021. 2,717 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

  • BCR Wealth Strategies reported no remaining Bank of America position as of Q4 2022 after selling out during the quarter.
  • BCR Wealth Strategies sold 610 Bank of America shares in Q4 2022, an estimated $18K.
  • BCR Wealth Strategies first reported a position in Bank of America in Q4 2021 and held it in 4 quarters.
  • BCR Wealth Strategies's Bank of America position peaked at $27K in Q4 2021.
  • 2,717 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.