Maxi Investments CY’s Bank of America BAC Stock Holding History

Maxi Investments CY’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 Q4	–	Sell	-11,000	Closed	-$332K	–	49
2022 Q3	$332K	Hold	11,000	–	–	0.25%	50
2022 Q2	$342K	Buy	+11,000	New	+$396K	0.24%	51

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Maxi Investments CY's BAC Position: Q4 2022 in Review

Maxi Investments CY sold out of Bank of America (BAC) in Q4 2022, closing a stake of 11,000 shares — an estimated $332K sold.

Maxi Investments CY first reported a position in BAC in Q2 2022 and held it in 2 quarters. The position peaked at $342K in Q2 2022. 2,718 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

Maxi Investments CY reported no remaining Bank of America position as of Q4 2022 after selling out during the quarter.
Maxi Investments CY sold 11,000 Bank of America shares in Q4 2022, an estimated $332K.
Maxi Investments CY first reported a position in Bank of America in Q2 2022 and held it in 2 quarters.
Maxi Investments CY's Bank of America position peaked at $342K in Q2 2022.
2,718 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Maxi Investments CY's 13F filing for Q4 2022, filed 9 Feb 2023.