MFW
BAC icon

Meristem Family Wealth’s Bank of America BAC Stock Holding History

Meristem Family Wealth’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
Q1 		$594K Sell
14,414
-2,346
-14% -$106K 0.06% 169
2021
Q4 		$746K Hold
16,760
– – 0.06% 172
2021
Q3 		$711K Buy
+16,760
New +$675K 0.07% 175

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Meristem Family Wealth's BAC Position: Q1 2022 in Review

Meristem Family Wealth reduced its Bank of America (BAC) stake by 14% in Q1 2022, selling an estimated $106K and leaving 14,414 shares worth $594K. The position accounts for 0.06% of the portfolio, ranked #169.

Meristem Family Wealth first reported a position in BAC in Q3 2021 and has held it in 3 quarters since. The position peaked at $746K in Q4 2021. 2,789 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

  • Meristem Family Wealth held 14,414 shares of Bank of America worth $594K as of Q1 2022.
  • Meristem Family Wealth sold 2,346 Bank of America shares in Q1 2022, an estimated $106K.
  • Bank of America made up 0.06% of Meristem Family Wealth's portfolio in Q1 2022, its #169 holding.
  • Meristem Family Wealth first reported a position in Bank of America in Q3 2021 and has held it in 3 quarters since.
  • Meristem Family Wealth's Bank of America position peaked at $746K in Q4 2021.
  • 2,789 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.