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Diversified Portfolios Inc’s Bank of America BAC Stock Holding History

Diversified Portfolios Inc’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
-5,045
Closed -$224K – 135
2021
Q4 		$224K Buy
+5,045
New +$230K 0.05% 125
2015
Q1 		– Sell
-18,837
Closed -$337K – 57
2014
Q4 		$337K Buy
+18,837
New +$322K 0.2% 53

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Diversified Portfolios Inc's BAC Position: Q1 2022 in Review

Diversified Portfolios Inc sold out of Bank of America (BAC) in Q1 2022, closing a stake of 5,045 shares — an estimated $224K sold.

Diversified Portfolios Inc first reported a position in BAC in Q4 2014 and held it in 2 quarters. The position peaked at $337K in Q4 2014. 2,790 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

  • Diversified Portfolios Inc reported no remaining Bank of America position as of Q1 2022 after selling out during the quarter.
  • Diversified Portfolios Inc sold 5,045 Bank of America shares in Q1 2022, an estimated $224K.
  • Diversified Portfolios Inc first reported a position in Bank of America in Q4 2014 and held it in 2 quarters.
  • Diversified Portfolios Inc's Bank of America position peaked at $337K in Q4 2014.
  • 2,790 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on Diversified Portfolios Inc's 13F filing for Q1 2022, filed 12 May 2022.