Ceera Investments’s Bank of America BAC Stock Holding History

Ceera Investments’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	-5,080	Closed	-$209K	–	68
2022 Q1	$209K	Hold	5,080	–	–	0.1%	72
2021 Q4	$226K	Hold	5,080	–	–	0.12%	62
2021 Q3	$216K	Hold	5,080	–	–	0.12%	63
2021 Q2	$209K	Sell	5,080 -385	-7%	-$15.8K	0.16%	59
2021 Q1	$211K	Buy	+5,465	New	+$189K	0.17%	61

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

Ceera Investments's BAC Position: Q2 2022 in Review

Ceera Investments sold out of Bank of America (BAC) in Q2 2022, closing a stake of 5,080 shares — an estimated $209K sold.

Ceera Investments first reported a position in BAC in Q1 2021 and held it in 5 quarters. The position peaked at $226K in Q4 2021. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Ceera Investments reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
Ceera Investments sold 5,080 Bank of America shares in Q2 2022, an estimated $209K.
Ceera Investments first reported a position in Bank of America in Q1 2021 and held it in 5 quarters.
Ceera Investments's Bank of America position peaked at $226K in Q4 2021.
2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Ceera Investments's 13F filing for Q2 2022, filed 9 Aug 2022.