DeDora Capital’s Bank of America BAC Stock Holding History

DeDora Capital’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	-5,170	Closed	-$213K	–	130
2022 Q1	$213K	Sell	5,170 -40,180	-89%	-$1.81M	0.09%	91
2021 Q4	$17.3M	Buy	45,350 +39,669	+698%	+$1.81M	9.84%	3
2021 Q3	$241K	Buy	5,681 +750	+15%	+$30.2K	0.1%	89
2021 Q2	$203K	Sell	4,931 -285	-5%	-$11.7K	0.09%	95
2021 Q1	$202K	Buy	+5,216	New	+$180K	0.1%	94
2020 Q4	–	Sell	-14,386	Closed	-$347K	–	90
2020 Q3	$347K	Buy	14,386 +5,275	+58%	+$131K	0.19%	74
2020 Q2	$216K	Buy	+9,111	New	+$215K	0.13%	86
2020 Q1	–	Sell	-9,002	Closed	-$317K	–	87
2019 Q4	$317K	Buy	+9,002	New	+$291K	0.19%	80

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

DeDora Capital's BAC Position: Q2 2022 in Review

DeDora Capital sold out of Bank of America (BAC) in Q2 2022, closing a stake of 5,170 shares — an estimated $213K sold.

DeDora Capital first reported a position in BAC in Q4 2019 and held it in 8 quarters. The position peaked at $17.3M in Q4 2021. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

DeDora Capital reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 5,170 Bank of America shares in Q2 2022, an estimated $213K.
DeDora Capital first reported a position in Bank of America in Q4 2019 and held it in 8 quarters.
DeDora Capital's Bank of America position peaked at $17.3M in Q4 2021.
2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.