Ironwood Financial’s Bank of America BAC Stock Holding History

Ironwood Financial’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	-823	Closed	-$35K	–	162
2021 Q3	$35K	Hold	823	–	–	0.01%	227
2021 Q2	$34K	Buy	823 +23	+3%	+$943	0.01%	224
2021 Q1	$31K	Hold	800	–	–	0.01%	217
2020 Q4	$24K	Hold	800	–	–	0.01%	223
2020 Q3	$19K	Sell	800 -100	-11%	-$2.49K	0.01%	195
2020 Q2	$21K	Hold	900	–	–	0.01%	174
2020 Q1	$19K	Buy	900 +100	+13%	+$3K	0.01%	154
2019 Q4	$28K	Hold	800	–	–	0.01%	166
2019 Q3	$23K	Hold	800	–	–	0.01%	185
2019 Q2	$23K	Hold	800	–	–	0.01%	183
2019 Q1	$22K	Hold	800	–	–	0.01%	183
2018 Q4	$20K	Hold	800	–	–	0.01%	180
2018 Q3	$24K	Hold	800	–	–	0.01%	174
2018 Q2	$23K	Hold	800	–	–	0.01%	143
2018 Q1	$24K	Hold	800	–	–	0.03%	121
2017 Q4	$24K	Hold	800	–	–	0.01%	123
2017 Q3	$20K	Hold	800	–	–	0.01%	145
2017 Q2	$19K	Hold	800	–	–	0.01%	141
2017 Q1	$19K	Hold	800	–	–	0.01%	137
2016 Q4	$18K	Hold	800	–	–	0.01%	139
2016 Q3	$13K	Hold	800	–	–	0.01%	156
2016 Q2	$11K	Hold	800	–	–	0.01%	161
2016 Q1	$11K	Buy	+800	New	+$10.8K	0.01%	164
2015 Q3	$86K	Sell	5,576 -212	-4%	-$3.57K	0.04%	89
2015 Q2	$99K	Buy	5,788 +2,783	+93%	+$45.9K	0.05%	83
2015 Q1	$46K	Sell	3,005 -41	-1%	-$658	0.02%	115
2014 Q4	$50K	Buy	+3,046	New	+$52.1K	0.03%	103

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

Ironwood Financial's BAC Position: Q4 2021 in Review

Ironwood Financial sold out of Bank of America (BAC) in Q4 2021, closing a stake of 823 shares — an estimated $35K sold.

Ironwood Financial first reported a position in BAC in Q4 2014 and held it in 27 quarters. The position peaked at $99K in Q2 2015. 2,785 funds tracked by Wall St. Rank hold BAC as of Q4 2021.

Ironwood Financial reported no remaining Bank of America position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 823 Bank of America shares in Q4 2021, an estimated $35K.
Ironwood Financial first reported a position in Bank of America in Q4 2014 and held it in 27 quarters.
Ironwood Financial's Bank of America position peaked at $99K in Q2 2015.
2,785 funds tracked by Wall St. Rank held Bank of America as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.