Minot Wealth Management’s Bank of America BAC Stock Holding History

Minot Wealth Management’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 Q2	$781K	Sell	25,091 -2,559	-9%	-$92.1K	0.2%	89
2022 Q1	$1.14M	Buy	27,650 +2,555	+10%	+$115K	0.25%	77
2021 Q4	$1.12M	Buy	25,095 +451	+2%	+$20.5K	0.21%	83
2021 Q3	$1.05M	Sell	24,644 -152	-0.6%	-$6.12K	0.23%	87
2021 Q2	$988K	Buy	24,796 +10,891	+78%	+$446K	0.22%	92
2021 Q1	$538K	Buy	13,905 +554	+4%	+$19.1K	0.14%	113
2020 Q4	$405K	Buy	+13,351	New	+$358K	0.12%	110
2020 Q1	–	Sell	-7,630	Closed	-$262K	–	107
2019 Q4	$262K	Buy	+7,630	New	+$247K	0.12%	118

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 $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Minot Wealth Management's BAC Position: Q2 2022 in Review

Minot Wealth Management reduced its Bank of America (BAC) stake by 9.3% in Q2 2022, selling an estimated $92.1K and leaving 25,091 shares worth $781K. The position accounts for 0.2% of the portfolio, ranked #89.

Minot Wealth Management first reported a position in BAC in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.14M in Q1 2022. 2,642 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Minot Wealth Management held 25,091 shares of Bank of America worth $781K as of Q2 2022.
Minot Wealth Management sold 2,559 Bank of America shares in Q2 2022, an estimated $92.1K.
Bank of America made up 0.2% of Minot Wealth Management's portfolio in Q2 2022, its #89 holding.
Minot Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 8 quarters since.
Minot Wealth Management's Bank of America position peaked at $1.14M in Q1 2022.
2,642 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.