Beck Bode LLC’s Bank of America BAC Stock Holding History

Beck Bode LLC’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	–	Sell	-9,128	Closed	-$376K	–	233
2022 Q1	$376K	Buy	9,128 +1,119	+14%	+$50.5K	0.08%	117
2021 Q4	$356K	Sell	8,009 -223	-3%	-$10.2K	0.09%	69
2021 Q3	$349K	Sell	8,232 -329	-4%	-$13.3K	0.1%	68
2021 Q2	$353K	Sell	8,561 -1,047	-11%	-$42.9K	0.1%	63
2021 Q1	$372K	Buy	+9,608	New	+$332K	0.11%	52
2020 Q4	–	Sell	-12,035	Closed	-$290K	–	32
2020 Q3	$290K	Sell	12,035 -1,047	-8%	-$26.1K	0.1%	46
2020 Q2	$311K	Sell	13,082 -97	-0.7%	-$2.29K	0.13%	43
2020 Q1	$317K	Sell	13,179 -5,497	-29%	-$165K	0.15%	45
2019 Q4	$658K	Sell	18,676 -4,408	-19%	-$142K	0.27%	51
2019 Q3	$673K	Sell	23,084 -3,997	-15%	-$115K	0.3%	49
2019 Q2	$785K	Sell	27,081 -3,385	-11%	-$97.6K	0.35%	44
2019 Q1	$841K	Sell	30,466 -3,094	-9%	-$87.4K	0.41%	44
2018 Q4	$827K	Buy	+33,560	New	+$910K	0.45%	47

Other funds holding BAC

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T 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 Oslo, Norway $935B AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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