Lake Point Wealth Management’s Bank of America BAC Stock Holding History

Lake Point 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	$47K	Buy	1,518 +61	+4%	+$2.2K	0.03%	71
2022 Q1	$60K	Sell	1,457 -324	-18%	-$14.6K	0.03%	59
2021 Q4	$79K	Buy	1,781 +51	+3%	+$2.32K	0.03%	54
2021 Q3	$73K	Buy	1,730 +1	+0.1%	+$40	0.03%	48
2021 Q2	$71K	Buy	+1,729	New	+$70.9K	0.03%	50
2020 Q1	$37K	Sell	1,721 -83	-5%	-$2.49K	0.03%	55
2019 Q4	$64K	Buy	+1,804	New	+$58.3K	0.02%	101
2019 Q2	$72K	Hold	2,466	–	–	0.03%	103
2019 Q1	$72K	Sell	2,466 -8,925	-78%	-$252K	0.03%	103
2018 Q4	$281K	Buy	+11,391	New	+$309K	0.11%	110

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Lake Point Wealth Management's BAC Position: Q2 2022 in Review

Lake Point Wealth Management increased its Bank of America (BAC) stake by 4.2% in Q2 2022, buying an estimated $2.2K and bringing the position to 1,518 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #71.

Lake Point Wealth Management first reported a position in BAC in Q4 2018 and has held it in 10 quarters since. The position peaked at $281K in Q4 2018. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Lake Point Wealth Management held 1,518 shares of Bank of America worth $47K as of Q2 2022.
Lake Point Wealth Management bought 61 Bank of America shares in Q2 2022, an estimated $2.2K.
Bank of America made up 0.03% of Lake Point Wealth Management's portfolio in Q2 2022, its #71 holding.
Lake Point Wealth Management first reported a position in Bank of America in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Bank of America position peaked at $281K in Q4 2018.
2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.