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Investors Financial Group’s Bank of America BAC Stock Holding History

Investors Financial Group’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
-12,227
Closed -$544K – 20
2021
Q4 		$544K Buy
12,227
+426
+4% +$19.4K 0.25% 107
2021
Q3 		$501K Buy
11,801
+52
+0.4% +$2.1K 0.27% 99
2021
Q2 		$484K Buy
11,749
+204
+2% +$8.36K 0.26% 104
2021
Q1 		$447K Buy
+11,545
New +$398K 0.26% 100

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

Investors Financial Group's BAC Position: Q1 2022 in Review

Investors Financial Group sold out of Bank of America (BAC) in Q1 2022, closing a stake of 12,227 shares — an estimated $544K sold.

Investors Financial Group first reported a position in BAC in Q1 2021 and held it in 4 quarters. The position peaked at $544K in Q4 2021. 2,790 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

  • Investors Financial Group reported no remaining Bank of America position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 12,227 Bank of America shares in Q1 2022, an estimated $544K.
  • Investors Financial Group first reported a position in Bank of America in Q1 2021 and held it in 4 quarters.
  • Investors Financial Group's Bank of America position peaked at $544K in Q4 2021.
  • 2,790 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.