Laurel Wealth Planning’s Bank of America BAC Stock Holding History

Laurel Wealth Planning’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	–	Sell	-2,021	Closed	-$66.9K	–	75
2022 Q4	$66.9K	Hold	2,021	–	–	0.04%	99
2022 Q3	$61K	Hold	2,021	–	–	0.04%	96
2022 Q2	$63K	Hold	2,021	–	–	0.04%	102
2022 Q1	$83K	Buy	2,021 +2,000	+9,524%	+$90.2K	0.06%	102
2021 Q4	$1K	Hold	21	–	–	﹤0.01%	192
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	200
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	120
2021 Q1	$0	Hold	21	–	–	﹤0.01%	119
2020 Q4	$0	Buy	+21	New	+$563	﹤0.01%	118

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

Laurel Wealth Planning's BAC Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Bank of America (BAC) in Q1 2023, closing a stake of 2,021 shares — an estimated $66.9K sold.

Laurel Wealth Planning first reported a position in BAC in Q4 2020 and held it in 9 quarters. The position peaked at $83K in Q1 2022. 2,655 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

Laurel Wealth Planning reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 2,021 Bank of America shares in Q1 2023, an estimated $66.9K.
Laurel Wealth Planning first reported a position in Bank of America in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's Bank of America position peaked at $83K in Q1 2022.
2,655 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.