Capital Wealth Planning’s Bank of America BAC Stock Holding History

Capital Wealth Planning’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
2019 Q1	–	Sell	-10,000	Closed	-$3K	–	117
2018 Q4	$3K	Sell	10,000 -2,000	-17%	-$54.3K	﹤0.01%	90
2018 Q3	$38K	Hold	12,000	–	–	0.03%	64
2018 Q2	$33K	Buy	+12,000	New	+$358K	0.02%	68
2018 Q1	–	Sell	-16,000	Closed	-$94K	–	234
2017 Q4	$94K	Buy	+16,000	New	+$441K	0.13%	27
2017 Q3	–	Sell	-17,500	Closed	-$166K	–	159
2017 Q2	$166K	Buy	+17,500	New	+$408K	0.03%	101

Other funds holding BAC

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

Capital Wealth Planning's BAC Position: Q1 2022 in Review

Capital Wealth Planning sold out of Bank of America (BAC) in Q1 2022, closing a stake of 8,209 shares — an estimated $366K sold.

Capital Wealth Planning first reported a position in BAC in Q2 2013 and held it in 35 quarters. The position peaked at $1.54M in Q1 2014. 2,790 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

Capital Wealth Planning reported no remaining Bank of America position as of Q1 2022 after selling out during the quarter.
Capital Wealth Planning sold 8,209 Bank of America shares in Q1 2022, an estimated $366K.
Capital Wealth Planning first reported a position in Bank of America in Q2 2013 and held it in 35 quarters.
Capital Wealth Planning's Bank of America position peaked at $1.54M in Q1 2014.
2,790 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on Capital Wealth Planning's 13F filing for Q1 2022, filed 11 May 2022.