Brickley Wealth Management’s Bank of America BAC Stock Holding History

Brickley Wealth Management’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	-4,860	Closed	-$200K	–	44
2022 Q1	$200K	Buy	4,860 +61	+1%	+$2.75K	0.05%	45
2021 Q4	$214K	Buy	+4,799	New	+$219K	0.05%	45
2020 Q1	–	Sell	-9,385	Closed	-$331K	–	39
2019 Q4	$331K	Sell	9,385 -1,725	-16%	-$55.7K	0.12%	36
2019 Q3	$324K	Sell	11,110 -819	-7%	-$23.6K	0.13%	33
2019 Q2	$346K	Buy	+11,929	New	+$344K	0.14%	29

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

Norges Bank Oslo, Norway $935B AUM

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

Brickley Wealth Management's BAC Position: Q2 2022 in Review

Brickley Wealth Management sold out of Bank of America (BAC) in Q2 2022, closing a stake of 4,860 shares — an estimated $200K sold.

Brickley Wealth Management first reported a position in BAC in Q2 2019 and held it in 5 quarters. The position peaked at $346K in Q2 2019. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Brickley Wealth Management reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
Brickley Wealth Management sold 4,860 Bank of America shares in Q2 2022, an estimated $200K.
Brickley Wealth Management first reported a position in Bank of America in Q2 2019 and held it in 5 quarters.
Brickley Wealth Management's Bank of America position peaked at $346K in Q2 2019.
2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Brickley Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.