Capital Advisory Group Advisory Services’s Bank of America BAC Stock Holding History

Capital Advisory Group Advisory 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 Q2	–	Sell	-220	Closed	-$9K	–	233
2022 Q1	$9K	Buy	+220	New	+$9.93K	﹤0.01%	377
2021 Q4	–	Sell	-397	Closed	-$17K	–	199
2021 Q3	$17K	Hold	397	–	–	0.01%	346
2021 Q2	$16K	Hold	397	–	–	0.01%	353
2021 Q1	$15K	Hold	397	–	–	0.01%	341
2020 Q4	$12K	Hold	397	–	–	0.01%	349
2020 Q3	$10K	Hold	397	–	–	0.01%	314
2020 Q2	$9K	Hold	397	–	–	0.01%	310
2020 Q1	$8K	Buy	+397	New	+$11.9K	0.01%	253
2019 Q4	–	Sell	-397	Closed	-$12K	–	217
2019 Q3	$12K	Hold	397	–	–	0.01%	257
2019 Q2	$12K	Hold	397	–	–	0.01%	262
2019 Q1	$11K	Hold	397	–	–	0.01%	263
2018 Q4	$10K	Buy	+397	New	+$10.8K	0.01%	239

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

Capital Advisory Group Advisory Services's BAC Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Bank of America (BAC) in Q2 2022, closing a stake of 220 shares — an estimated $9K sold.

Capital Advisory Group Advisory Services first reported a position in BAC in Q4 2018 and held it in 12 quarters. The position peaked at $17K in Q3 2021. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 220 Bank of America shares in Q2 2022, an estimated $9K.
Capital Advisory Group Advisory Services first reported a position in Bank of America in Q4 2018 and held it in 12 quarters.
Capital Advisory Group Advisory Services's Bank of America position peaked at $17K in Q3 2021.
2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.