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Independent Wealth Network’s Bank of America BAC Stock Holding History

Independent Wealth Network’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
-5,450
Closed -$242K – 207
2021
Q4 		$242K Buy
5,450
+460
+9% +$21K 0.15% 169
2021
Q3 		$241K Buy
+4,990
New +$201K 0.16% 163

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Independent Wealth Network's BAC Position: Q1 2022 in Review

Independent Wealth Network sold out of Bank of America (BAC) in Q1 2022, closing a stake of 5,450 shares — an estimated $242K sold.

Independent Wealth Network first reported a position in BAC in Q3 2021 and held it in 2 quarters. The position peaked at $242K in Q4 2021. 2,790 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

  • Independent Wealth Network reported no remaining Bank of America position as of Q1 2022 after selling out during the quarter.
  • Independent Wealth Network sold 5,450 Bank of America shares in Q1 2022, an estimated $242K.
  • Independent Wealth Network first reported a position in Bank of America in Q3 2021 and held it in 2 quarters.
  • Independent Wealth Network's Bank of America position peaked at $242K in Q4 2021.
  • 2,790 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on Independent Wealth Network's 13F filing for Q1 2022, filed 20 Apr 2022.