MW
BAC icon

Milestone Wealth’s Bank of America BAC Stock Holding History

Milestone 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
Q3 		$122K Hold
4,054
– – 0.14% 64
2022
Q2 		$126K Hold
4,054
– – 0.13% 68
2022
Q1 		$180K Hold
4,054
– – 0.15% 60
2021
Q4 		$180K Buy
+4,054
New +$185K 0.14% 60

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Milestone Wealth's BAC Position: Q3 2022 in Review

Milestone Wealth held its Bank of America (BAC) position steady in Q3 2022 at 4,054 shares worth $122K. The position accounts for 0.14% of the portfolio, ranked #64.

Milestone Wealth first reported a position in BAC in Q4 2021 and has held it in 4 quarters since. The position peaked at $180K in Q1 2022. 2,604 funds tracked by Wall St. Rank hold BAC as of Q3 2022.

  • Milestone Wealth held 4,054 shares of Bank of America worth $122K as of Q3 2022.
  • Milestone Wealth left its Bank of America share count unchanged in Q3 2022.
  • Bank of America made up 0.14% of Milestone Wealth's portfolio in Q3 2022, its #64 holding.
  • Milestone Wealth first reported a position in Bank of America in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Bank of America position peaked at $180K in Q1 2022.
  • 2,604 funds tracked by Wall St. Rank held Bank of America as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.