FourThought Financial’s Bank of America BAC Stock Holding History

FourThought Financial’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 Q3	$830K	Hold	27,492	–	–	0.12%	127
2022 Q2	$856K	Buy	27,492 +1,400	+5%	+$50.4K	0.13%	126
2022 Q1	$1.08M	Buy	26,092 +2,361	+10%	+$107K	0.14%	120
2021 Q4	$1.06M	Sell	23,731 -1,116	-4%	-$50.8K	0.13%	120
2021 Q3	$1.05M	Sell	24,847 -200	-0.8%	-$8.06K	0.14%	124
2021 Q2	$1.03M	Sell	25,047 -52	-0.2%	-$2.13K	0.14%	134
2021 Q1	$971K	Buy	25,099 +37	+0.1%	+$1.28K	0.14%	127
2020 Q4	$759K	Buy	+25,062	New	+$672K	0.12%	136

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

FourThought Financial's BAC Position: Q3 2022 in Review

FourThought Financial held its Bank of America (BAC) position steady in Q3 2022 at 27,492 shares worth $830K. The position accounts for 0.12% of the portfolio, ranked #127.

FourThought Financial first reported a position in BAC in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.08M in Q1 2022. 2,602 funds tracked by Wall St. Rank hold BAC as of Q3 2022.

FourThought Financial held 27,492 shares of Bank of America worth $830K as of Q3 2022.
FourThought Financial left its Bank of America share count unchanged in Q3 2022.
Bank of America made up 0.12% of FourThought Financial's portfolio in Q3 2022, its #127 holding.
FourThought Financial first reported a position in Bank of America in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Bank of America position peaked at $1.08M in Q1 2022.
2,602 funds tracked by Wall St. Rank held Bank of America as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.