Foresight Wealth Management’s Bank of America BAC Stock Holding History

Foresight Wealth Management’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	-25,382	Closed	-$767K	–	23
2022 Q3	$767K	Buy	25,382 +4,367	+21%	+$146K	0.18%	53
2022 Q2	$654K	Buy	21,015 +1,783	+9%	+$64.2K	0.14%	63
2022 Q1	$793K	Sell	19,232 -19	-0.1%	-$857	0.15%	59
2021 Q4	$856K	Buy	19,251 +209	+1%	+$9.52K	0.01%	55
2021 Q3	$808K	Sell	19,042 -1,116	-6%	-$45K	0.16%	47
2021 Q2	$831K	Buy	20,158 +2,579	+15%	+$106K	0.18%	53
2021 Q1	$680K	Buy	17,579 +4,832	+38%	+$167K	0.17%	58
2020 Q4	$386K	Buy	+12,747	New	+$342K	0.1%	81
2020 Q2	–	Sell	-20,962	Closed	-$445K	–	110
2020 Q1	$445K	Buy	20,962 +14,026	+202%	+$420K	0.31%	51
2019 Q4	$244K	Hold	6,936	–	–	0.15%	83
2019 Q3	$202K	Buy	+6,936	New	+$199K	0.15%	96

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Foresight Wealth Management's BAC Position: Q4 2022 in Review

Foresight Wealth Management sold out of Bank of America (BAC) in Q4 2022, closing a stake of 25,382 shares — an estimated $767K sold.

Foresight Wealth Management first reported a position in BAC in Q3 2019 and held it in 11 quarters. The position peaked at $856K in Q4 2021. 2,720 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

Foresight Wealth Management reported no remaining Bank of America position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 25,382 Bank of America shares in Q4 2022, an estimated $767K.
Foresight Wealth Management first reported a position in Bank of America in Q3 2019 and held it in 11 quarters.
Foresight Wealth Management's Bank of America position peaked at $856K in Q4 2021.
2,720 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.