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Financial Architects (New Jersey)’s Bank of America BAC Stock Holding History

Financial Architects (New Jersey)’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
2017
Q4 		– Sell
-2,000
Closed -$51K – 1485
2017
Q3 		$51K Buy
+2,000
New +$48.5K 0.01% 676
2017
Q2 		– Sell
-3,000
Closed -$71K – 1515
2017
Q1 		$71K Buy
+3,000
New +$71.2K 0.01% 558

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Financial Architects (New Jersey)'s BAC Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Bank of America (BAC) stake by 7.4% in Q2 2023, selling an estimated $75.6K and leaving 33,349 shares worth $957K. The position accounts for 0.14% of the portfolio, ranked #146.

Financial Architects (New Jersey) first reported a position in BAC in Q2 2013 and has held it in 41 quarters since. The position peaked at $5.05M in Q4 2017. 2,645 funds tracked by Wall St. Rank hold BAC as of Q2 2023.

  • Financial Architects (New Jersey) held 33,349 shares of Bank of America worth $957K as of Q2 2023.
  • Financial Architects (New Jersey) sold 2,648 Bank of America shares in Q2 2023, an estimated $75.6K.
  • Bank of America made up 0.14% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #146 holding.
  • Financial Architects (New Jersey) first reported a position in Bank of America in Q2 2013 and has held it in 41 quarters since.
  • Financial Architects (New Jersey)'s Bank of America position peaked at $5.05M in Q4 2017.
  • 2,645 funds tracked by Wall St. Rank held Bank of America as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.