Madden Securities’s Bank of America BAC Stock Holding History

Madden Securities’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	-612	Closed	-$20.3K	–	116
2022 Q4	$20.3K	Buy	+612	New	+$21.1K	0.01%	275
2022 Q2	–	Sell	-6,912	Closed	-$285K	–	106
2022 Q1	$285K	Buy	+6,912	New	+$312K	0.13%	92
2021 Q3	–	Sell	-17,410	Closed	-$718K	–	116
2021 Q2	$718K	Buy	17,410 +1	+0%	+$41	0.38%	68
2021 Q1	$674K	Sell	17,409 -499	-3%	-$17.2K	0.39%	72
2020 Q4	$543K	Buy	17,908 +1	+0%	+$27	0.35%	78
2020 Q3	$431K	Buy	+17,907	New	+$446K	0.32%	83

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

Madden Securities's BAC Position: Q1 2023 in Review

Madden Securities sold out of Bank of America (BAC) in Q1 2023, closing a stake of 612 shares — an estimated $20.3K sold.

Madden Securities first reported a position in BAC in Q3 2020 and held it in 6 quarters. The position peaked at $718K in Q2 2021. 2,655 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

Madden Securities reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
Madden Securities sold 612 Bank of America shares in Q1 2023, an estimated $20.3K.
Madden Securities first reported a position in Bank of America in Q3 2020 and held it in 6 quarters.
Madden Securities's Bank of America position peaked at $718K in Q2 2021.
2,655 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.