DSC Advisors’s Bank of America BAC Stock Holding History

DSC 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 Q4	–	Sell	-17,090	Closed	-$516K	–	28
2022 Q3	$516K	Sell	17,090 -3,898	-19%	-$130K	0.53%	33
2022 Q2	$653K	Buy	20,988 +190	+0.9%	+$6.84K	0.65%	26
2022 Q1	$857K	Buy	20,798 +13,052	+168%	+$589K	0.3%	30
2021 Q4	$345K	Sell	7,746 -870	-10%	-$39.6K	0.27%	50
2021 Q3	$366K	Buy	8,616 +982	+13%	+$39.6K	0.37%	43
2021 Q2	$315K	Sell	7,634 -1,311	-15%	-$53.7K	0.23%	50
2021 Q1	$346K	Buy	+8,945	New	+$309K	0.21%	52
2020 Q1	–	Sell	-5,926	Closed	-$209K	–	36
2019 Q4	$209K	Buy	+5,926	New	+$192K	0.1%	78

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSC Advisors's BAC Position: Q4 2022 in Review

DSC Advisors sold out of Bank of America (BAC) in Q4 2022, closing a stake of 17,090 shares — an estimated $516K sold.

DSC Advisors first reported a position in BAC in Q4 2019 and held it in 8 quarters. The position peaked at $857K in Q1 2022. 2,717 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

DSC Advisors reported no remaining Bank of America position as of Q4 2022 after selling out during the quarter.
DSC Advisors sold 17,090 Bank of America shares in Q4 2022, an estimated $516K.
DSC Advisors first reported a position in Bank of America in Q4 2019 and held it in 8 quarters.
DSC Advisors's Bank of America position peaked at $857K in Q1 2022.
2,717 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on DSC Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.