CSIA
BAC icon

Conrad Siegel Investment Advisors’s Bank of America BAC Stock Holding History

Conrad Siegel Investment Advisors’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
-100
Closed -$4K – 29
2022
Q1 		$4K Buy
+100
New +$4.51K ﹤0.01% 47

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Conrad Siegel Investment Advisors's BAC Position: Q2 2022 in Review

Conrad Siegel Investment Advisors sold out of Bank of America (BAC) in Q2 2022, closing a stake of 100 shares — an estimated $4K sold.

Conrad Siegel Investment Advisors first reported a position in BAC in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

  • Conrad Siegel Investment Advisors reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
  • Conrad Siegel Investment Advisors sold 100 Bank of America shares in Q2 2022, an estimated $4K.
  • Conrad Siegel Investment Advisors first reported a position in Bank of America in Q1 2022 and held it in 1 quarter.
  • Conrad Siegel Investment Advisors's Bank of America position peaked at $4K in Q1 2022.
  • 2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.