KerberRose Wealth Management’s Bank of America BAC Stock Holding History

KerberRose Wealth Management’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 Q2	$211K	Buy	+6,771	New	+$244K	0.17%	112

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KerberRose Wealth Management's BAC Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Bank of America (BAC) in Q2 2022: 6,771 shares worth $211K. The stake represents 0.17% of the portfolio and ranks #112 among its holdings.

2,643 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

KerberRose Wealth Management held 6,771 shares of Bank of America worth $211K as of Q2 2022.
Bank of America was a new KerberRose Wealth Management position in Q2 2022.
Bank of America made up 0.17% of KerberRose Wealth Management's portfolio in Q2 2022, its #112 holding.
2,643 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.