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Kathleen S. Wright Associates’s Bank of America BAC Stock Holding History

Kathleen S. Wright Associates’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
-100
Closed -$3K – 166
2022
Q4 		$3K Buy
+100
New +$3.44K ﹤0.01% 186
2022
Q3 		– Sell
-462
Closed -$14K – 184
2022
Q2 		$14K Buy
462
+3
+0.7% +$108 0.01% 125
2022
Q1 		$19K Buy
+459
New +$20.7K 0.01% 125

Other funds holding BAC

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kathleen S. Wright Associates's BAC Position: Q1 2023 in Review

Kathleen S. Wright Associates sold out of Bank of America (BAC) in Q1 2023, closing a stake of 100 shares — an estimated $3K sold.

Kathleen S. Wright Associates first reported a position in BAC in Q1 2022 and held it in 3 quarters. The position peaked at $19K in Q1 2022. 2,655 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

  • Kathleen S. Wright Associates reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 100 Bank of America shares in Q1 2023, an estimated $3K.
  • Kathleen S. Wright Associates first reported a position in Bank of America in Q1 2022 and held it in 3 quarters.
  • Kathleen S. Wright Associates's Bank of America position peaked at $19K in Q1 2022.
  • 2,655 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2023, filed 21 Apr 2023.