Hudson Value Partners’s Bank of America BAC Stock Holding History

Hudson Value Partners’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 Q2	–	Sell	-7,468	Closed	-$308K	–	101
2022 Q1	$308K	Sell	7,468 -69	-0.9%	-$3.11K	0.16%	99
2021 Q4	$335K	Hold	7,537	–	–	0.16%	96
2021 Q3	$320K	Sell	7,537 -911	-11%	-$36.7K	0.18%	96
2021 Q2	$348K	Hold	8,448	–	–	0.19%	95
2021 Q1	$328K	Sell	8,448 -110	-1%	-$3.8K	0.2%	91
2020 Q4	$257K	Buy	+8,558	New	+$229K	0.17%	100

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

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

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Hudson Value Partners's BAC Position: Q2 2022 in Review

Hudson Value Partners sold out of Bank of America (BAC) in Q2 2022, closing a stake of 7,468 shares — an estimated $308K sold.

Hudson Value Partners first reported a position in BAC in Q4 2020 and held it in 6 quarters. The position peaked at $348K in Q2 2021. 2,643 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Hudson Value Partners reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
Hudson Value Partners sold 7,468 Bank of America shares in Q2 2022, an estimated $308K.
Hudson Value Partners first reported a position in Bank of America in Q4 2020 and held it in 6 quarters.
Hudson Value Partners's Bank of America position peaked at $348K in Q2 2021.
2,643 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Hudson Value Partners's 13F filing for Q2 2022, filed 29 Jul 2022.