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

Legacy 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
2022 Q3	$454K	Buy	15,026 +7	+0%	+$234	0.75%	30
2022 Q2	$468K	Sell	15,019 -199	-1%	-$7.17K	0.67%	36
2022 Q1	$627K	Sell	15,218 -2,605	-15%	-$118K	0.74%	32
2021 Q4	$793K	Buy	17,823 +624	+4%	+$28.4K	0.9%	26
2021 Q3	$730K	Sell	17,199 -2,119	-11%	-$85.4K	0.82%	29
2021 Q2	$796K	Sell	19,318 -995	-5%	-$40.8K	0.91%	28
2021 Q1	$786K	Sell	20,313 -4,938	-20%	-$170K	1%	28
2020 Q4	$765K	Buy	25,251 +5,551	+28%	+$149K	0.98%	24
2020 Q3	$475K	Buy	19,700 +508	+3%	+$12.6K	0.54%	37
2020 Q2	$456K	Buy	19,192 +208	+1%	+$4.92K	0.54%	35
2020 Q1	$403K	Sell	18,984 -991	-5%	-$29.7K	0.65%	32
2019 Q4	$704K	Buy	+19,975	New	+$646K	0.8%	31

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

Norges Bank Oslo, Norway $935B AUM

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

Legacy Wealth Planning's BAC Position: Q3 2022 in Review

Legacy Wealth Planning increased its Bank of America (BAC) stake by 0.05% in Q3 2022, buying an estimated $234 and bringing the position to 15,026 shares worth $454K. The position accounts for 0.75% of the portfolio, ranked #30.

Legacy Wealth Planning first reported a position in BAC in Q4 2019 and has held it in 12 quarters since. The position peaked at $796K in Q2 2021. 2,602 funds tracked by Wall St. Rank hold BAC as of Q3 2022.

Legacy Wealth Planning held 15,026 shares of Bank of America worth $454K as of Q3 2022.
Legacy Wealth Planning bought 7 Bank of America shares in Q3 2022, an estimated $234.
Bank of America made up 0.75% of Legacy Wealth Planning's portfolio in Q3 2022, its #30 holding.
Legacy Wealth Planning first reported a position in Bank of America in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's Bank of America position peaked at $796K in Q2 2021.
2,602 funds tracked by Wall St. Rank held Bank of America as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.