Ford Financial Group’s Bank of America BAC Stock Holding History

Ford Financial Group’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 Q2	–	Sell	-5,005	Closed	-$206K	–	124
2022 Q1	$206K	Buy	5,005 +1,793	+56%	+$80.9K	0.08%	119
2021 Q4	$142	Sell	3,212 -1,783	-36%	-$81.2K	0.03%	128
2021 Q3	$212K	Hold	4,995	–	–	0.08%	91
2021 Q2	$205K	Sell	4,995 -189	-4%	-$7.75K	0.08%	98
2021 Q1	$200K	Buy	+5,184	New	+$179K	0.09%	93
2020 Q1	–	Sell	-5,941	Closed	-$209K	–	93
2019 Q4	$209K	Buy	+5,941	New	+$192K	0.12%	87
2018 Q4	–	Sell	-6,882	Closed	-$204K	–	60
2018 Q3	$204K	Sell	6,882 -15,086	-69%	-$459K	0.15%	34
2018 Q2	$621K	Buy	21,968 +14,108	+179%	+$421K	0.45%	23
2018 Q1	$235K	Sell	7,860 -203	-3%	-$6.38K	0.18%	36
2017 Q4	$242K	Buy	+8,063	New	+$222K	0.18%	35

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

Norges Bank Oslo, Norway $935B AUM

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

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

Ford Financial Group's BAC Position: Q2 2022 in Review

Ford Financial Group sold out of Bank of America (BAC) in Q2 2022, closing a stake of 5,005 shares — an estimated $206K sold.

Ford Financial Group first reported a position in BAC in Q4 2017 and held it in 10 quarters. The position peaked at $621K in Q2 2018. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Ford Financial Group reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
Ford Financial Group sold 5,005 Bank of America shares in Q2 2022, an estimated $206K.
Ford Financial Group first reported a position in Bank of America in Q4 2017 and held it in 10 quarters.
Ford Financial Group's Bank of America position peaked at $621K in Q2 2018.
2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Ford Financial Group's 13F filing for Q2 2022, filed 14 Jul 2022.