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Henrickson Nauta Wealth Advisors’s Bank of America BAC Stock Holding History

Henrickson Nauta Wealth Advisors’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
Q1 		– Sell
-77
Closed -$3K – 66
2021
Q4 		$3K Buy
+77
New +$3.51K ﹤0.01% 214

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BlackRock
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's BAC Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of Bank of America (BAC) in Q1 2022, closing a stake of 77 shares — an estimated $3K sold.

Henrickson Nauta Wealth Advisors first reported a position in BAC in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 2,790 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining Bank of America position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 77 Bank of America shares in Q1 2022, an estimated $3K.
  • Henrickson Nauta Wealth Advisors first reported a position in Bank of America in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's Bank of America position peaked at $3K in Q4 2021.
  • 2,790 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.