Clean Yield Group’s Bank of America BAC Stock Holding History

Clean Yield Group’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
2023 Q1	–	Sell	-474	Closed	-$15.7K	–	430
2022 Q4	$15.7K	Buy	474 +95	+25%	+$3.27K	0.01%	305
2022 Q3	$11K	Sell	379 -175	-32%	-$5.85K	0.01%	321
2022 Q2	$17K	Sell	554 -40	-7%	-$1.44K	0.01%	299
2022 Q1	$24K	Buy	594 +71	+14%	+$3.2K	0.01%	299
2021 Q4	$23K	Buy	523 +23	+5%	+$1.05K	0.01%	313
2021 Q3	$21K	Hold	500	–	–	0.01%	318
2021 Q2	$21K	Buy	+500	New	+$20.5K	0.01%	319
2021 Q1	–	Sell	-1,050	Closed	-$32K	–	172
2020 Q4	$32K	Buy	1,050 +500	+91%	+$13.4K	0.01%	277
2020 Q3	$13K	Hold	550	–	–	0.01%	292
2020 Q2	$13K	Hold	550	–	–	0.01%	289
2020 Q1	$12K	Buy	550 +250	+83%	+$7.5K	0.01%	300
2019 Q4	$11K	Hold	300	–	–	﹤0.01%	304
2019 Q3	$9K	Hold	300	–	–	﹤0.01%	296
2019 Q2	$9K	Buy	300 +175	+140%	+$5.05K	﹤0.01%	298
2019 Q1	$3K	Buy	+125	New	+$3.53K	﹤0.01%	288

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Clean Yield Group's BAC Position: Q1 2023 in Review

Clean Yield Group sold out of Bank of America (BAC) in Q1 2023, closing a stake of 474 shares — an estimated $15.7K sold.

Clean Yield Group first reported a position in BAC in Q1 2019 and held it in 15 quarters. The position peaked at $32K in Q4 2020. 2,655 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

Clean Yield Group reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
Clean Yield Group sold 474 Bank of America shares in Q1 2023, an estimated $15.7K.
Clean Yield Group first reported a position in Bank of America in Q1 2019 and held it in 15 quarters.
Clean Yield Group's Bank of America position peaked at $32K in Q4 2020.
2,655 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on Clean Yield Group's 13F filing for Q1 2023, filed 26 Apr 2023.