McDaniel Terry & Co’s Bank of America BAC Stock Holding History

McDaniel Terry & Co’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	-6,342	Closed	-$210K	–	93
2022 Q4	$210K	Buy	+6,342	New	+$218K	0.02%	86
2022 Q2	–	Sell	-6,255	Closed	-$258K	–	95
2022 Q1	$258K	Buy	+6,255	New	+$282K	0.03%	84

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

McDaniel Terry & Co's BAC Position: Q1 2023 in Review

McDaniel Terry & Co sold out of Bank of America (BAC) in Q1 2023, closing a stake of 6,342 shares — an estimated $210K sold.

McDaniel Terry & Co first reported a position in BAC in Q1 2022 and held it in 2 quarters. The position peaked at $258K in Q1 2022. 2,655 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

McDaniel Terry & Co reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
McDaniel Terry & Co sold 6,342 Bank of America shares in Q1 2023, an estimated $210K.
McDaniel Terry & Co first reported a position in Bank of America in Q1 2022 and held it in 2 quarters.
McDaniel Terry & Co's Bank of America position peaked at $258K in Q1 2022.
2,655 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on McDaniel Terry & Co's 13F filing for Q1 2023, filed 5 May 2023.