Human Investing’s Bank of America BAC Stock Holding History

Human Investing’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	–	Sell	-4,727	Closed	-$201K	–	77
2021 Q3	$201K	Buy	+4,727	New	+$190K	0.05%	113
2021 Q2	–	Sell	-4,694	Closed	-$182K	–	115
2021 Q1	$182K	Sell	4,694 -1,119	-19%	-$38.6K	0.05%	110
2020 Q4	$176K	Sell	5,813 -168	-3%	-$4.5K	0.05%	110
2020 Q3	$144K	Buy	5,981 +203	+4%	+$5.05K	0.05%	109
2020 Q2	$137K	Hold	5,778	–	–	0.05%	111
2020 Q1	$123K	Sell	5,778 -1,201	-17%	-$36K	0.05%	105
2019 Q4	$246K	Buy	6,979 +432	+7%	+$14K	0.08%	102
2019 Q3	$191K	Sell	6,547 -120	-2%	-$3.45K	0.07%	110
2019 Q2	$193K	Buy	6,667 +105	+2%	+$3.03K	0.07%	109
2019 Q1	$181K	Sell	6,562 -77	-1%	-$2.18K	0.07%	110
2018 Q4	$164K	Buy	+6,639	New	+$180K	0.07%	118

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

Human Investing's BAC Position: Q4 2021 in Review

Human Investing sold out of Bank of America (BAC) in Q4 2021, closing a stake of 4,727 shares — an estimated $201K sold.

Human Investing first reported a position in BAC in Q4 2018 and held it in 11 quarters. The position peaked at $246K in Q4 2019. 2,785 funds tracked by Wall St. Rank hold BAC as of Q4 2021.

Human Investing reported no remaining Bank of America position as of Q4 2021 after selling out during the quarter.
Human Investing sold 4,727 Bank of America shares in Q4 2021, an estimated $201K.
Human Investing first reported a position in Bank of America in Q4 2018 and held it in 11 quarters.
Human Investing's Bank of America position peaked at $246K in Q4 2019.
2,785 funds tracked by Wall St. Rank held Bank of America as of Q4 2021.

Based on Human Investing's 13F filing for Q4 2021, filed 10 Feb 2022.