Gyroscope Capital Management Group’s Bank of America BAC Stock Holding History

Gyroscope Capital Management Group’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 Q2	–	Sell	-14,029	Closed	-$401K	–	193
2023 Q1	$401K	Buy	+14,029	New	+$463K	0.1%	125
2016 Q3	–	Sell	-25,972	Closed	-$345K	–	92
2016 Q2	$345K	Sell	25,972 -444	-2%	-$6.24K	0.28%	56
2016 Q1	$357K	Buy	+26,416	New	+$357K	0.27%	57

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

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

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

Norges Bank Oslo, Norway $935B AUM

Gyroscope Capital Management Group's BAC Position: Q2 2023 in Review

Gyroscope Capital Management Group sold out of Bank of America (BAC) in Q2 2023, closing a stake of 14,029 shares — an estimated $401K sold.

Gyroscope Capital Management Group first reported a position in BAC in Q1 2016 and held it in 3 quarters. The position peaked at $401K in Q1 2023. 2,644 funds tracked by Wall St. Rank hold BAC as of Q2 2023.

Gyroscope Capital Management Group reported no remaining Bank of America position as of Q2 2023 after selling out during the quarter.
Gyroscope Capital Management Group sold 14,029 Bank of America shares in Q2 2023, an estimated $401K.
Gyroscope Capital Management Group first reported a position in Bank of America in Q1 2016 and held it in 3 quarters.
Gyroscope Capital Management Group's Bank of America position peaked at $401K in Q1 2023.
2,644 funds tracked by Wall St. Rank held Bank of America as of Q2 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q2 2023, filed 8 Aug 2023.