Bickling Financial Services’s Bank of America BAC Stock Holding History

Bickling Financial Services’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	$849K	Buy	25,648 +42	+0.2%	+$1.45K	0.53%	39
2022 Q3	$774K	Sell	25,606 -256	-1%	-$8.56K	0.52%	44
2022 Q2	$805K	Buy	25,862 +118	+0.5%	+$4.25K	0.51%	44
2022 Q1	$1.06M	Buy	25,744 +5,184	+25%	+$234K	0.54%	41
2021 Q4	$915K	Buy	20,560 +1,865	+10%	+$85K	0.44%	41
2021 Q3	$794K	Buy	18,695 +96	+0.5%	+$3.87K	0.4%	44
2021 Q2	$767K	Buy	18,599 +4,238	+30%	+$174K	0.35%	47
2021 Q1	$556K	Buy	14,361 +617	+4%	+$21.3K	0.28%	59
2020 Q4	$417K	Buy	+13,744	New	+$368K	0.26%	63

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bickling Financial Services's BAC Position: Q4 2022 in Review

Bickling Financial Services increased its Bank of America (BAC) stake by 0.16% in Q4 2022, buying an estimated $1.45K and bringing the position to 25,648 shares worth $849K. The position accounts for 0.53% of the portfolio, ranked #39.

Bickling Financial Services first reported a position in BAC in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.06M in Q1 2022. 2,718 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

Bickling Financial Services held 25,648 shares of Bank of America worth $849K as of Q4 2022.
Bickling Financial Services bought 42 Bank of America shares in Q4 2022, an estimated $1.45K.
Bank of America made up 0.53% of Bickling Financial Services's portfolio in Q4 2022, its #39 holding.
Bickling Financial Services first reported a position in Bank of America in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's Bank of America position peaked at $1.06M in Q1 2022.
2,718 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.