CPR Investments’s Bank of America BAC Stock Holding History

CPR 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	-12,684	Closed	-$523K	–	48
2022 Q1	$523K	Sell	12,684 -940	-7%	-$42.4K	0.43%	44
2021 Q4	$606K	Buy	+13,624	New	+$621K	0.43%	26

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

CPR Investments's BAC Position: Q2 2022 in Review

CPR Investments sold out of Bank of America (BAC) in Q2 2022, closing a stake of 12,684 shares — an estimated $523K sold.

CPR Investments first reported a position in BAC in Q4 2021 and held it in 2 quarters. The position peaked at $606K in Q4 2021. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

CPR Investments reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
CPR Investments sold 12,684 Bank of America shares in Q2 2022, an estimated $523K.
CPR Investments first reported a position in Bank of America in Q4 2021 and held it in 2 quarters.
CPR Investments's Bank of America position peaked at $606K in Q4 2021.
2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on CPR Investments's 13F filing for Q2 2022, filed 11 Aug 2022.