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Clear Perspectives Financial Planning’s Bank of America BAC Stock Holding History

Clear Perspectives Financial 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
2023
Q1 		– Sell
-10
Closed -$331 – 202
2022
Q4 		$331 Buy
+10
New +$344 ﹤0.01% 210
2022
Q3 		– Sell
-179
Closed -$6K – 210
2022
Q2 		$6K Buy
+179
New +$6.45K ﹤0.01% 174

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clear Perspectives Financial Planning's BAC Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of Bank of America (BAC) in Q1 2023, closing a stake of 10 shares — an estimated $331 sold.

Clear Perspectives Financial Planning first reported a position in BAC in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 2,655 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 10 Bank of America shares in Q1 2023, an estimated $331.
  • Clear Perspectives Financial Planning first reported a position in Bank of America in Q2 2022 and held it in 2 quarters.
  • Clear Perspectives Financial Planning's Bank of America position peaked at $6K in Q2 2022.
  • 2,655 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.