Hayden Royal’s Bank of America BAC Stock Holding History

Hayden Royal’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
2021 Q4	$127K	Buy	+2,850	New	+$130K	0.3%	109
2021 Q3	–	Sell	-19,840	Closed	-$818K	–	97
2021 Q2	$818K	Sell	19,840 -270	-1%	-$11.1K	0.45%	64
2021 Q1	$778K	Buy	+20,110	New	+$694K	0.45%	62
2020 Q4	–	Sell	-22,242	Closed	-$535K	–	472
2020 Q3	$535K	Sell	22,242 -169	-0.8%	-$4.21K	0.29%	84
2020 Q2	$532K	Sell	22,411 -7,147	-24%	-$169K	0.3%	73
2020 Q1	$628K	Buy	+29,558	New	+$886K	0.37%	71
2019 Q4	–	Sell	-46,100	Closed	-$1.35M	–	224
2019 Q3	$1.35M	Buy	46,100 +4,137	+10%	+$119K	1.19%	19
2019 Q2	$1.23M	Sell	41,963 -3,223	-7%	-$92.9K	1.31%	14
2019 Q1	$1.25M	Buy	45,186 +4,613	+11%	+$130K	1.63%	14
2018 Q4	$1M	Buy	+40,573	New	+$1.1M	0.51%	46

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hayden Royal's BAC Position: Q4 2021 in Review

Hayden Royal opened a new position in Bank of America (BAC) in Q4 2021: 2,850 shares worth $127K. The stake represents 0.3% of the portfolio and ranks #109 among its holdings. This is a return to the name: Hayden Royal previously reported a position in BAC as recently as Q2 2021.

Hayden Royal first reported a position in BAC in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.35M in Q3 2019. 2,785 funds tracked by Wall St. Rank hold BAC as of Q4 2021.

Hayden Royal held 2,850 shares of Bank of America worth $127K as of Q4 2021.
Bank of America was a new Hayden Royal position in Q4 2021.
Bank of America made up 0.3% of Hayden Royal's portfolio in Q4 2021, its #109 holding.
Hayden Royal first reported a position in Bank of America in Q4 2018 and has held it in 10 quarters since.
Hayden Royal's Bank of America position peaked at $1.35M in Q3 2019.
2,785 funds tracked by Wall St. Rank held Bank of America as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.