Kelman-Lazarov Inc’s Bank of America BAC Stock Holding History

Kelman-Lazarov Inc’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 Q4	–	Sell	-9,692	Closed	-$293K	–	93
2022 Q3	$293K	Buy	9,692 +2,650	+38%	+$88.6K	0.1%	72
2022 Q2	$219K	Sell	7,042 -250	-3%	-$9K	0.07%	80
2022 Q1	$301K	Hold	7,292	–	–	0.1%	66
2021 Q4	$324K	Hold	7,292	–	–	0.1%	64
2021 Q3	$310K	Hold	7,292	–	–	0.11%	64
2021 Q2	$301K	Hold	7,292	–	–	0.11%	66
2021 Q1	$282K	Hold	7,292	–	–	0.1%	70
2020 Q4	$221K	Buy	+7,292	New	+$195K	0.08%	71
2020 Q1	–	Sell	-8,082	Closed	-$285K	–	77
2019 Q4	$285K	Hold	8,082	–	–	0.13%	79
2019 Q3	$236K	Buy	+8,082	New	+$232K	0.12%	87
2017 Q1	–	Sell	-553	Closed	-$12.2K	–	113
2016 Q4	$12.2K	Sell	553 -850	-61%	-$16.4K	0.01%	247
2016 Q3	$22.2K	Buy	1,403 +2	+0.1%	+$30	0.01%	245
2016 Q2	$18.4K	Sell	1,401 -264	-16%	-$3.71K	0.01%	242
2016 Q1	$23K	Buy	+1,665	New	+$22.5K	0.01%	236

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Kelman-Lazarov Inc's BAC Position: Q4 2022 in Review

Kelman-Lazarov Inc sold out of Bank of America (BAC) in Q4 2022, closing a stake of 9,692 shares — an estimated $293K sold.

Kelman-Lazarov Inc first reported a position in BAC in Q1 2016 and held it in 14 quarters. The position peaked at $324K in Q4 2021. 2,717 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

Kelman-Lazarov Inc reported no remaining Bank of America position as of Q4 2022 after selling out during the quarter.
Kelman-Lazarov Inc sold 9,692 Bank of America shares in Q4 2022, an estimated $293K.
Kelman-Lazarov Inc first reported a position in Bank of America in Q1 2016 and held it in 14 quarters.
Kelman-Lazarov Inc's Bank of America position peaked at $324K in Q4 2021.
2,717 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2022, filed 6 Feb 2023.