Freedom Wealth Alliance’s Bank of America BAC Stock Holding History

Freedom Wealth Alliance’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
2023 Q1	–	Sell	-315	Closed	-$10.4K	–	105
2022 Q4	$10.4K	Buy	+315	New	+$10.8K	0.01%	274

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

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

Norges Bank Oslo, Norway $935B AUM

Freedom Wealth Alliance's BAC Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Bank of America (BAC) in Q1 2023, closing a stake of 315 shares — an estimated $10.4K sold.

Freedom Wealth Alliance first reported a position in BAC in Q4 2022 and held it in 1 quarter. The position peaked at $10.4K in Q4 2022. 2,656 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

Freedom Wealth Alliance reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 315 Bank of America shares in Q1 2023, an estimated $10.4K.
Freedom Wealth Alliance first reported a position in Bank of America in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Bank of America position peaked at $10.4K in Q4 2022.
2,656 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.