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Guardian Wealth Management (Illinois)’s Bank of America BAC Stock Holding History

Guardian Wealth Management (Illinois)’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
Q3 		– Sell
-95
Closed -$2.73K – 227
2023
Q2 		$2.73K Hold
95
– – ﹤0.01% 200
2023
Q1 		$2.73K Hold
95
– – ﹤0.01% 206
2022
Q4 		$3.16K Hold
95
– – ﹤0.01% 211
2022
Q3 		$3K Hold
95
– – ﹤0.01% 201
2022
Q2 		$3K Hold
95
– – ﹤0.01% 191
2022
Q1 		$4K Hold
95
– – ﹤0.01% 194
2021
Q4 		$4K Buy
+95
New +$4.33K ﹤0.01% 192

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Guardian Wealth Management (Illinois)'s BAC Position: Q3 2023 in Review

Guardian Wealth Management (Illinois) sold out of Bank of America (BAC) in Q3 2023, closing a stake of 95 shares — an estimated $2.73K sold.

Guardian Wealth Management (Illinois) first reported a position in BAC in Q4 2021 and held it in 7 quarters. The position peaked at $4K in Q1 2022. 2,617 funds tracked by Wall St. Rank hold BAC as of Q3 2023.

  • Guardian Wealth Management (Illinois) reported no remaining Bank of America position as of Q3 2023 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 95 Bank of America shares in Q3 2023, an estimated $2.73K.
  • Guardian Wealth Management (Illinois) first reported a position in Bank of America in Q4 2021 and held it in 7 quarters.
  • Guardian Wealth Management (Illinois)'s Bank of America position peaked at $4K in Q1 2022.
  • 2,617 funds tracked by Wall St. Rank held Bank of America as of Q3 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q3 2023, filed 1 Nov 2023.