EWP
BAC icon

Engrave Wealth Partners’s Bank of America BAC Stock Holding History

Engrave Wealth Partners’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
-4,545
Closed -$202K – 57
2021
Q4 		$202K Buy
+4,545
New +$207K 0.06% 67
2020
Q3 		– Sell
-2,374
Closed -$56K – 90
2020
Q2 		$56K Hold
2,374
– – 0.05% 107
2020
Q1 		$50K Sell
2,374
-570
-19% -$17.1K 0.06% 95
2019
Q4 		$103K Buy
+2,944
New +$95.1K 0.1% 74

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

Engrave Wealth Partners's BAC Position: Q1 2022 in Review

Engrave Wealth Partners sold out of Bank of America (BAC) in Q1 2022, closing a stake of 4,545 shares — an estimated $202K sold.

Engrave Wealth Partners first reported a position in BAC in Q4 2019 and held it in 4 quarters. The position peaked at $202K in Q4 2021. 2,790 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

  • Engrave Wealth Partners reported no remaining Bank of America position as of Q1 2022 after selling out during the quarter.
  • Engrave Wealth Partners sold 4,545 Bank of America shares in Q1 2022, an estimated $202K.
  • Engrave Wealth Partners first reported a position in Bank of America in Q4 2019 and held it in 4 quarters.
  • Engrave Wealth Partners's Bank of America position peaked at $202K in Q4 2021.
  • 2,790 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on Engrave Wealth Partners's 13F filing for Q1 2022, filed 19 Apr 2022.