Better Money Decisions’s Bank of America BAC Stock Holding History

Better Money Decisions’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	-3,466	Closed	-$108K	–	89
2022 Q2	$108K	Buy	+3,466	New	+$125K	0.09%	90
2021 Q4	–	Sell	-3,722	Closed	-$158K	–	116
2021 Q3	$158K	Hold	3,722	–	–	0.13%	82
2021 Q2	$153K	Buy	3,722 +1,006	+37%	+$41.2K	0.14%	81
2021 Q1	$105K	Buy	+2,716	New	+$93.7K	0.11%	80

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

Better Money Decisions's BAC Position: Q3 2022 in Review

Better Money Decisions sold out of Bank of America (BAC) in Q3 2022, closing a stake of 3,466 shares — an estimated $108K sold.

Better Money Decisions first reported a position in BAC in Q1 2021 and held it in 4 quarters. The position peaked at $158K in Q3 2021. 2,601 funds tracked by Wall St. Rank hold BAC as of Q3 2022.

Better Money Decisions reported no remaining Bank of America position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 3,466 Bank of America shares in Q3 2022, an estimated $108K.
Better Money Decisions first reported a position in Bank of America in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Bank of America position peaked at $158K in Q3 2021.
2,601 funds tracked by Wall St. Rank held Bank of America as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.