Loveless Wealth Management’s Bank of America BAC Stock Holding History

Loveless 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	$1.3M	Buy	41,937 +125	+0.3%	+$4.5K	0.85%	42
2022 Q1	$1.72M	Sell	41,812 -408	-1%	-$18.4K	0.97%	36
2021 Q4	$1.88M	Buy	42,220 +900	+2%	+$41K	1.03%	36
2021 Q3	$1.75M	Buy	41,320 +315	+0.8%	+$12.7K	1.07%	33
2021 Q2	$1.69M	Buy	41,005 +905	+2%	+$37.1K	1.03%	34
2021 Q1	$1.55M	Buy	40,100 +1,005	+3%	+$34.7K	1.02%	37
2020 Q4	$1.19M	Sell	39,095 -803	-2%	-$21.5K	0.87%	38
2020 Q3	$961K	Buy	39,898 +1,776	+5%	+$44.2K	0.81%	48
2020 Q2	$905K	Buy	38,122 +5,501	+17%	+$130K	0.84%	46
2020 Q1	$693K	Buy	32,621 +2,541	+8%	+$76.2K	0.82%	45
2019 Q4	$1.05M	Buy	+30,080	New	+$972K	0.91%	38

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

Loveless Wealth Management's BAC Position: Q2 2022 in Review

Loveless Wealth Management increased its Bank of America (BAC) stake by 0.3% in Q2 2022, buying an estimated $4.5K and bringing the position to 41,937 shares worth $1.3M. The position accounts for 0.85% of the portfolio, ranked #42.

Loveless Wealth Management first reported a position in BAC in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.88M in Q4 2021. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Loveless Wealth Management held 41,937 shares of Bank of America worth $1.3M as of Q2 2022.
Loveless Wealth Management bought 125 Bank of America shares in Q2 2022, an estimated $4.5K.
Bank of America made up 0.85% of Loveless Wealth Management's portfolio in Q2 2022, its #42 holding.
Loveless Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Bank of America position peaked at $1.88M in Q4 2021.
2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.