Enlightenment Research’s Bank of America BAC Stock Holding History

Enlightenment Research’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	–	Sell	-45,600	Closed	-$1.42M	–	96
2022 Q2	$1.42M	Buy	45,600 +32,700	+253%	+$1.18M	3.05%	3
2022 Q1	$532K	Buy	12,900 +11,700	+975%	+$528K	0.71%	39
2021 Q4	$309K	Sell	1,200 -4,800	-80%	-$219K	0.44%	74
2021 Q3	$255K	Buy	+6,000	New	+$242K	0.31%	104
2021 Q1	–	Sell	-31,901	Closed	-$967K	–	144
2020 Q4	$967K	Buy	+31,901	New	+$855K	1.36%	22
2020 Q2	–	Sell	-26,400	Closed	-$752K	–	96
2020 Q1	$752K	Buy	+26,400	New	+$791K	0.8%	21
2019 Q3	–	Sell	-103,300	Closed	-$2.92M	–	112
2019 Q2	$2.92M	Buy	103,300 +30,602	+42%	+$883K	1.48%	8
2019 Q1	$2.01M	Buy	+72,698	New	+$2.05M	3.9%	2

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

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

Norges Bank Oslo, Norway $935B AUM

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

Enlightenment Research's BAC Position: Q3 2022 in Review

Enlightenment Research sold out of Bank of America (BAC) in Q3 2022, closing a stake of 45,600 shares — an estimated $1.42M sold.

Enlightenment Research first reported a position in BAC in Q1 2019 and held it in 8 quarters. The position peaked at $2.92M in Q2 2019. 2,602 funds tracked by Wall St. Rank hold BAC as of Q3 2022.

Enlightenment Research reported no remaining Bank of America position as of Q3 2022 after selling out during the quarter.
Enlightenment Research sold 45,600 Bank of America shares in Q3 2022, an estimated $1.42M.
Enlightenment Research first reported a position in Bank of America in Q1 2019 and held it in 8 quarters.
Enlightenment Research's Bank of America position peaked at $2.92M in Q2 2019.
2,602 funds tracked by Wall St. Rank held Bank of America as of Q3 2022.

Based on Enlightenment Research's 13F filing for Q3 2022, filed 15 Nov 2022.