Crescent Grove Advisors’s Bank of America BAC Stock Holding History

Crescent Grove 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	-5,119	Closed	-$211K	–	264
2022 Q1	$211K	Hold	5,119	–	–	0.02%	275
2021 Q4	$228K	Hold	5,119	–	–	0.02%	271
2021 Q3	$217K	Buy	5,119 +200	+4%	+$8.06K	0.02%	245
2021 Q2	$203K	Buy	+4,919	New	+$202K	0.02%	252

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

Crescent Grove Advisors's BAC Position: Q2 2022 in Review

Crescent Grove Advisors sold out of Bank of America (BAC) in Q2 2022, closing a stake of 5,119 shares — an estimated $211K sold.

Crescent Grove Advisors first reported a position in BAC in Q2 2021 and held it in 4 quarters. The position peaked at $228K in Q4 2021. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Crescent Grove Advisors reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
Crescent Grove Advisors sold 5,119 Bank of America shares in Q2 2022, an estimated $211K.
Crescent Grove Advisors first reported a position in Bank of America in Q2 2021 and held it in 4 quarters.
Crescent Grove Advisors's Bank of America position peaked at $228K in Q4 2021.
2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Crescent Grove Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.