Kula Investments’s Bank of America BAC Stock Holding History

Kula Investments’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	$1.37M	Buy	47,871 +18,776	+65%	+$620K	0.34%	51
2022 Q4	$518K	Buy	+29,095	New	+$1M	0.15%	201

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Kula Investments's BAC Position: Q1 2023 in Review

Kula Investments increased its Bank of America (BAC) stake by 65% in Q1 2023, buying an estimated $620K and bringing the position to 47,871 shares worth $1.37M. The position accounts for 0.34% of the portfolio, ranked #51.

Kula Investments first reported a position in BAC in Q4 2022 and has held it in 2 quarters since. 2,655 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

Kula Investments held 47,871 shares of Bank of America worth $1.37M as of Q1 2023.
Kula Investments bought 18,776 Bank of America shares in Q1 2023, an estimated $620K.
Bank of America made up 0.34% of Kula Investments's portfolio in Q1 2023, its #51 holding.
Kula Investments first reported a position in Bank of America in Q4 2022 and has held it in 2 quarters since.
2,655 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.