Heritage Wealth Management (Arizona)’s Bank of America BAC Stock Holding History

Heritage Wealth Management (Arizona)’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	$42.9K	Buy	1,296 +474	+58%	+$16.3K	0.01%	521
2022 Q3	$25K	Sell	822 -59,199	-99%	-$1.98M	0.01%	491
2022 Q2	$1.87M	Buy	60,021 +48,933	+441%	+$1.76M	0.62%	33
2022 Q1	$457K	Buy	+11,088	New	+$500K	0.12%	128
2021 Q3	$469K	Hold	11,041	–	–	0.17%	97
2021 Q2	$455K	Sell	11,041 -1,157	-9%	-$47.4K	0.17%	97
2021 Q1	$472K	Buy	+12,198	New	+$421K	0.27%	71

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BAC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Bank of America (BAC) stake by 58% in Q4 2022, buying an estimated $16.3K and bringing the position to 1,296 shares worth $42.9K. The position accounts for 0.01% of the portfolio, ranked #521.

Heritage Wealth Management (Arizona) first reported a position in BAC in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.87M in Q2 2022. 2,720 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,296 shares of Bank of America worth $42.9K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 474 Bank of America shares in Q4 2022, an estimated $16.3K.
Bank of America made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #521 holding.
Heritage Wealth Management (Arizona) first reported a position in Bank of America in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Bank of America position peaked at $1.87M in Q2 2022.
2,720 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.