GIA
BAC icon

Goodwin Investment Advisory’s Bank of America BAC Stock Holding History

Goodwin Investment Advisory’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
-2,691
Closed -$81K – 220
2022
Q3 		$81K Buy
+2,691
New +$90K 0.06% 66
2022
Q2 		– Sell
-100
Closed -$4K – 172
2022
Q1 		$4K Hold
100
– – ﹤0.01% 172
2021
Q4 		$4K Buy
+100
New +$4.56K ﹤0.01% 155

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goodwin Investment Advisory's BAC Position: Q4 2022 in Review

Goodwin Investment Advisory sold out of Bank of America (BAC) in Q4 2022, closing a stake of 2,691 shares — an estimated $81K sold.

Goodwin Investment Advisory first reported a position in BAC in Q4 2021 and held it in 3 quarters. The position peaked at $81K in Q3 2022. 2,717 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

  • Goodwin Investment Advisory reported no remaining Bank of America position as of Q4 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 2,691 Bank of America shares in Q4 2022, an estimated $81K.
  • Goodwin Investment Advisory first reported a position in Bank of America in Q4 2021 and held it in 3 quarters.
  • Goodwin Investment Advisory's Bank of America position peaked at $81K in Q3 2022.
  • 2,717 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Goodwin Investment Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.