Estate Counselors’s Bank of America BAC Stock Holding History

Estate Counselors’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	-2,384	Closed	-$71K	–	142
2022 Q3	$71K	Hold	2,384	–	–	0.01%	127
2022 Q2	$74K	Hold	2,384	–	–	0.01%	127
2022 Q1	$98K	Hold	2,384	–	–	0.01%	127
2021 Q4	$106K	Hold	2,384	–	–	0.01%	126
2021 Q3	$101K	Hold	2,384	–	–	0.01%	142
2021 Q2	$98K	Hold	2,384	–	–	0.01%	136
2021 Q1	$92K	Hold	2,384	–	–	0.01%	134
2020 Q4	$72K	Sell	2,384 -18,354	-89%	-$492K	0.01%	114
2020 Q3	$500K	Buy	20,738 +2,384	+13%	+$59.4K	0.08%	89
2020 Q2	$435K	Buy	+18,354	New	+$434K	0.07%	101

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

Estate Counselors's BAC Position: Q4 2022 in Review

Estate Counselors sold out of Bank of America (BAC) in Q4 2022, closing a stake of 2,384 shares — an estimated $71K sold.

Estate Counselors first reported a position in BAC in Q2 2020 and held it in 10 quarters. The position peaked at $500K in Q3 2020. 2,717 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

Estate Counselors reported no remaining Bank of America position as of Q4 2022 after selling out during the quarter.
Estate Counselors sold 2,384 Bank of America shares in Q4 2022, an estimated $71K.
Estate Counselors first reported a position in Bank of America in Q2 2020 and held it in 10 quarters.
Estate Counselors's Bank of America position peaked at $500K in Q3 2020.
2,717 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.