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BDO Wealth Advisors’s Bank of America BAC Stock Holding History

BDO Wealth 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
2023
Q2 		$15.8M Buy
549,985
+456,945
+491% +$13M 1.81% 11
2023
Q1 		$2.66M Buy
93,040
+19,203
+26% +$634K 0.33% 66
2022
Q4 		$2.45M Sell
73,837
-434
-0.6% -$14.9K 0.3% 70
2022
Q3 		$2.24M Buy
74,271
+1,296
+2% +$43.3K 0.3% 71
2022
Q2 		$2.27M Buy
72,975
+8,674
+13% +$312K 0.28% 71
2022
Q1 		$2.65M Buy
64,301
+1,694
+3% +$76.4K 0.28% 71
2021
Q4 		$2.79M Sell
62,607
-7,073
-10% -$322K 0.29% 65
2021
Q3 		$2.96M Sell
69,680
-402
-0.6% -$16.2K 0.33% 55
2021
Q2 		$2.89M Sell
70,082
-3,758
-5% -$154K 0.32% 55
2021
Q1 		$2.86M Buy
73,840
+8,335
+13% +$288K 0.34% 54
2020
Q4 		$1.99M Buy
65,505
+1,428
+2% +$38.3K 0.28% 67
2020
Q3 		$1.54M Sell
64,077
-3,257
-5% -$81.1K 0.25% 72
2020
Q2 		$1.6M Sell
67,334
-10,812
-14% -$255K 0.28% 69
2020
Q1 		$1.66M Buy
78,146
+31,386
+67% +$941K 0.34% 62
2019
Q4 		$1.65M Sell
46,760
-4,052
-8% -$131K 0.42% 50
2019
Q3 		$1.48M Buy
50,812
+2,566
+5% +$73.8K 0.38% 51
2019
Q2 		$1.4M Buy
48,246
+580
+1% +$16.7K 0.38% 56
2019
Q1 		$1.31M Sell
47,666
-1,391
-3% -$39.3K 0.38% 56
2018
Q4 		$1.21M Sell
49,057
-153
-0.3% -$4.15K 0.42% 53
2018
Q3 		$1.45M Buy
49,210
+208
+0.4% +$6.33K 0.47% 46
2018
Q2 		$1.38M Buy
49,002
+13,570
+38% +$405K 0.47% 44
2018
Q1 		$1.06M Buy
35,432
+3,387
+11% +$106K 0.4% 47
2017
Q4 		$946K Buy
32,045
+2,974
+10% +$82K 0.42% 47
2017
Q3 		$737K Sell
29,071
-3,155
-10% -$76.6K 0.37% 51
2017
Q2 		$782K Buy
+32,226
New +$751K 0.34% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BDO Wealth Advisors's BAC Position: Q2 2023 in Review

BDO Wealth Advisors increased its Bank of America (BAC) stake by 491% in Q2 2023, buying an estimated $13M and bringing the position to 549,985 shares worth $15.8M. The position accounts for 1.81% of the portfolio, ranked #11.

BDO Wealth Advisors first reported a position in BAC in Q2 2017 and has held it in 25 quarters since. 2,645 funds tracked by Wall St. Rank hold BAC as of Q2 2023.

  • BDO Wealth Advisors held 549,985 shares of Bank of America worth $15.8M as of Q2 2023.
  • BDO Wealth Advisors bought 456,945 Bank of America shares in Q2 2023, an estimated $13M.
  • Bank of America made up 1.81% of BDO Wealth Advisors's portfolio in Q2 2023, its #11 holding.
  • BDO Wealth Advisors first reported a position in Bank of America in Q2 2017 and has held it in 25 quarters since.
  • 2,645 funds tracked by Wall St. Rank held Bank of America as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.