Freedman Financial Associates’s Bank of America BAC Stock Holding History

Freedman Financial Associates’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	-22,148	Closed	-$904K	–	39
2022 Q1	$904K	Hold	22,148	–	–	0.62%	23
2021 Q4	$985K	Hold	22,148	–	–	0.67%	23
2021 Q3	$940K	Hold	22,148	–	–	0.69%	22
2021 Q2	$913K	Sell	22,148 -2,450	-10%	-$100K	0.69%	23
2021 Q1	$952K	Buy	24,598 +50	+0.2%	+$1.73K	0.79%	21
2020 Q4	$744K	Buy	+24,548	New	+$658K	0.67%	22

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

Freedman Financial Associates's BAC Position: Q2 2022 in Review

Freedman Financial Associates sold out of Bank of America (BAC) in Q2 2022, closing a stake of 22,148 shares — an estimated $904K sold.

Freedman Financial Associates first reported a position in BAC in Q4 2020 and held it in 6 quarters. The position peaked at $985K in Q4 2021. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Freedman Financial Associates reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 22,148 Bank of America shares in Q2 2022, an estimated $904K.
Freedman Financial Associates first reported a position in Bank of America in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Bank of America position peaked at $985K in Q4 2021.
2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.