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Deane Retirement Strategies’s Bank of America BAC Stock Holding History

Deane Retirement Strategies’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
Q1 		– Sell
-42,309
Closed -$1.88M – 53
2021
Q4 		$1.88M Buy
+42,309
New +$1.93M 0.99% 26
2018
Q4 		– Sell
-75,580
Closed -$2.23M – 53
2018
Q3 		$2.23M Buy
75,580
+111
+0.1% +$3.38K 2.01% 13
2018
Q2 		$2.13M Buy
75,469
+1,491
+2% +$44.5K 2.02% 11
2018
Q1 		$2.22M Buy
73,978
+740
+1% +$23.2K 2.27% 9
2017
Q4 		$2.16M Buy
+73,238
New +$2.02M 2.01% 14

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deane Retirement Strategies's BAC Position: Q1 2022 in Review

Deane Retirement Strategies sold out of Bank of America (BAC) in Q1 2022, closing a stake of 42,309 shares — an estimated $1.88M sold.

Deane Retirement Strategies first reported a position in BAC in Q4 2017 and held it in 5 quarters. The position peaked at $2.23M in Q3 2018. 2,790 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

  • Deane Retirement Strategies reported no remaining Bank of America position as of Q1 2022 after selling out during the quarter.
  • Deane Retirement Strategies sold 42,309 Bank of America shares in Q1 2022, an estimated $1.88M.
  • Deane Retirement Strategies first reported a position in Bank of America in Q4 2017 and held it in 5 quarters.
  • Deane Retirement Strategies's Bank of America position peaked at $2.23M in Q3 2018.
  • 2,790 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on Deane Retirement Strategies's 13F filing for Q1 2022, filed 14 Apr 2022.