IAM Advisory’s Bank of America BAC Stock Holding History

IAM Advisory’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
2023 Q1	–	Sell	-15,488	Closed	-$513K	–	92
2022 Q4	$513K	Buy	15,488 +333	+2%	+$11.5K	0.19%	61
2022 Q3	$458K	Buy	15,155 +219	+1%	+$7.32K	0.19%	59
2022 Q2	$465K	Buy	14,936 +580	+4%	+$20.9K	0.19%	59
2022 Q1	$592K	Buy	+14,356	New	+$648K	0.24%	57

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

IAM Advisory's BAC Position: Q1 2023 in Review

IAM Advisory sold out of Bank of America (BAC) in Q1 2023, closing a stake of 15,488 shares — an estimated $513K sold.

IAM Advisory first reported a position in BAC in Q1 2022 and held it in 4 quarters. The position peaked at $592K in Q1 2022. 2,655 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

IAM Advisory reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
IAM Advisory sold 15,488 Bank of America shares in Q1 2023, an estimated $513K.
IAM Advisory first reported a position in Bank of America in Q1 2022 and held it in 4 quarters.
IAM Advisory's Bank of America position peaked at $592K in Q1 2022.
2,655 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on IAM Advisory's 13F filing for Q1 2023, filed 10 Apr 2023.