Latitude Advisors’s Bank of America BAC Stock Holding History

Latitude Advisors’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	–	Sell	-7,516	Closed	-$310K	–	154
2022 Q1	$310K	Buy	7,516 +2,506	+50%	+$113K	0.07%	253
2021 Q4	$223K	Buy	5,010 +86	+2%	+$3.92K	0.06%	272
2021 Q3	$209K	Buy	+4,924	New	+$198K	0.07%	269

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

Latitude Advisors's BAC Position: Q2 2022 in Review

Latitude Advisors sold out of Bank of America (BAC) in Q2 2022, closing a stake of 7,516 shares — an estimated $310K sold.

Latitude Advisors first reported a position in BAC in Q3 2021 and held it in 3 quarters. The position peaked at $310K in Q1 2022. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Latitude Advisors reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
Latitude Advisors sold 7,516 Bank of America shares in Q2 2022, an estimated $310K.
Latitude Advisors first reported a position in Bank of America in Q3 2021 and held it in 3 quarters.
Latitude Advisors's Bank of America position peaked at $310K in Q1 2022.
2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.