First National Bank of Mount Dora’s Bank of America BAC Stock Holding History

First National Bank of Mount Dora’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	-12,212	Closed	-$543K	–	129
2021 Q4	$543K	Hold	12,212	–	–	0.16%	83
2021 Q3	$519K	Hold	12,212	–	–	0.17%	84
2021 Q2	$503K	Sell	12,212 -408	-3%	-$16.7K	0.17%	81
2021 Q1	$488K	Buy	12,620 +625	+5%	+$21.6K	0.17%	81
2020 Q4	$364K	Buy	+11,995	New	+$322K	0.13%	76
2014 Q3	–	Sell	-10,225	Closed	-$157K	–	99
2014 Q2	$157K	Sell	10,225 -400	-4%	-$6.21K	0.09%	95
2014 Q1	$183K	Sell	10,625 -2,728	-20%	-$45.9K	0.11%	98
2013 Q4	$208K	Hold	13,353	–	–	0.14%	91
2013 Q3	$184K	Buy	13,353 +2,628	+25%	+$37.5K	0.13%	88
2013 Q2	$138K	Buy	+10,725	New	+$137K	0.1%	87

Other funds holding BAC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First National Bank of Mount Dora's BAC Position: Q1 2022 in Review

First National Bank of Mount Dora sold out of Bank of America (BAC) in Q1 2022, closing a stake of 12,212 shares — an estimated $543K sold.

First National Bank of Mount Dora first reported a position in BAC in Q2 2013 and held it in 10 quarters. The position peaked at $543K in Q4 2021. 2,791 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

First National Bank of Mount Dora reported no remaining Bank of America position as of Q1 2022 after selling out during the quarter.
First National Bank of Mount Dora sold 12,212 Bank of America shares in Q1 2022, an estimated $543K.
First National Bank of Mount Dora first reported a position in Bank of America in Q2 2013 and held it in 10 quarters.
First National Bank of Mount Dora's Bank of America position peaked at $543K in Q4 2021.
2,791 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on First National Bank of Mount Dora's 13F filing for Q1 2022, filed 6 Apr 2022.