Castle Financial & Retirement Planning Associates’s Bank of America BAC Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$10K	Buy	+212	New	+$9.66K	0.03%	102

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Castle Financial & Retirement Planning Associates's BAC Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Bank of America (BAC) in Q4 2021: 212 shares worth $10K. The stake represents 0.03% of the portfolio and ranks #102 among its holdings.

2,785 funds tracked by Wall St. Rank hold BAC as of Q4 2021.

Castle Financial & Retirement Planning Associates held 212 shares of Bank of America worth $10K as of Q4 2021.
Bank of America was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Bank of America made up 0.03% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #102 holding.
2,785 funds tracked by Wall St. Rank held Bank of America as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.