McKinley Carter Wealth Services’s Bank of America BAC Stock Holding History

McKinley Carter Wealth Services’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	-6,978	Closed	-$231K	–	298
2022 Q4	$231K	Buy	+6,978	New	+$240K	0.02%	270
2020 Q1	–	Sell	-10,817	Closed	-$381K	–	138
2019 Q4	$381K	Buy	10,817 +2,516	+30%	+$81.3K	0.09%	123
2019 Q3	$242K	Buy	+8,301	New	+$239K	0.06%	145
2018 Q4	–	Sell	-7,412	Closed	-$218K	–	150
2018 Q3	$218K	Buy	7,412 +13	+0.2%	+$396	0.06%	150
2018 Q2	$209K	Buy	7,399 +3,900	+111%	+$116K	0.07%	154
2018 Q1	$105K	Buy	+3,499	New	+$110K	0.03%	213

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

McKinley Carter Wealth Services's BAC Position: Q1 2023 in Review

McKinley Carter Wealth Services sold out of Bank of America (BAC) in Q1 2023, closing a stake of 6,978 shares — an estimated $231K sold.

McKinley Carter Wealth Services first reported a position in BAC in Q1 2018 and held it in 6 quarters. The position peaked at $381K in Q4 2019. 2,659 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

McKinley Carter Wealth Services reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
McKinley Carter Wealth Services sold 6,978 Bank of America shares in Q1 2023, an estimated $231K.
McKinley Carter Wealth Services first reported a position in Bank of America in Q1 2018 and held it in 6 quarters.
McKinley Carter Wealth Services's Bank of America position peaked at $381K in Q4 2019.
2,659 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2023, filed 25 Apr 2023.