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Doyle Wealth Management’s Bank of America BAC Stock Holding History

Doyle Wealth Management’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
Q3 		$409K Buy
13,551
+11
+0.1% +$368 0.04% 144
2022
Q2 		$422K Sell
13,540
-12,408
-48% -$447K 0.03% 146
2022
Q1 		$1.07M Buy
25,948
+12,043
+87% +$543K 0.08% 113
2021
Q4 		$619K Buy
13,905
+116
+0.8% +$5.29K 0.04% 133
2021
Q3 		$585K Buy
13,789
+508
+4% +$20.5K 0.05% 133
2021
Q2 		$548K Sell
13,281
-993
-7% -$40.7K 0.05% 134
2021
Q1 		$552K Sell
14,274
-93
-0.6% -$3.21K 0.05% 133
2020
Q4 		$435K Sell
14,367
-502
-3% -$13.5K 0.04% 140
2020
Q3 		$358K Buy
14,869
+967
+7% +$24.1K 0.04% 136
2020
Q2 		$330K Sell
13,902
-6,181
-31% -$146K 0.04% 133
2020
Q1 		$426K Buy
20,083
+1,632
+9% +$48.9K 0.07% 113
2019
Q4 		$650K Buy
18,451
+283
+2% +$9.15K 0.08% 106
2019
Q3 		$530K Buy
18,168
+2,762
+18% +$79.4K 0.07% 114
2019
Q2 		$447K Sell
15,406
-999
-6% -$28.8K 0.06% 121
2019
Q1 		$485K Sell
16,405
-1,773
-10% -$50.1K 0.07% 112
2018
Q4 		$448K Buy
18,178
+2,274
+14% +$61.7K 0.08% 109
2018
Q3 		$469K Sell
15,904
-997
-6% -$30.4K 0.07% 113
2018
Q2 		$476K Buy
16,901
+2,259
+15% +$67.4K 0.08% 114
2018
Q1 		$439K Sell
14,642
-477
-3% -$15K 0.07% 108
2017
Q4 		$446K Buy
15,119
+1,861
+14% +$51.3K 0.08% 107
2017
Q3 		$336K Buy
13,258
+1,185
+10% +$28.8K 0.06% 111
2017
Q2 		$293K Buy
12,073
+1,100
+10% +$25.6K 0.05% 113
2017
Q1 		$259K Buy
+10,973
New +$260K 0.05% 114

Other funds holding BAC

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Doyle Wealth Management's BAC Position: Q3 2022 in Review

Doyle Wealth Management increased its Bank of America (BAC) stake by 0.08% in Q3 2022, buying an estimated $368 and bringing the position to 13,551 shares worth $409K. The position accounts for 0.04% of the portfolio, ranked #144.

Doyle Wealth Management first reported a position in BAC in Q1 2017 and has held it in 23 quarters since. The position peaked at $1.07M in Q1 2022. 2,601 funds tracked by Wall St. Rank hold BAC as of Q3 2022.

  • Doyle Wealth Management held 13,551 shares of Bank of America worth $409K as of Q3 2022.
  • Doyle Wealth Management bought 11 Bank of America shares in Q3 2022, an estimated $368.
  • Bank of America made up 0.04% of Doyle Wealth Management's portfolio in Q3 2022, its #144 holding.
  • Doyle Wealth Management first reported a position in Bank of America in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Bank of America position peaked at $1.07M in Q1 2022.
  • 2,601 funds tracked by Wall St. Rank held Bank of America as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.