Oxler Private Wealth’s Bank of America BAC Stock Holding History

Oxler Private 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 Q4	–	Sell	-1,236	Closed	-$37.4K	–	107
2022 Q3	$37.4K	Hold	1,236	–	–	0.02%	232
2022 Q2	$38.5K	Buy	+1,236	New	+$44.5K	0.02%	160
2021 Q1	–	Sell	-1,528	Closed	-$43K	–	126
2020 Q4	$43K	Buy	+1,528	New	+$41K	0.02%	168

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oxler Private Wealth's BAC Position: Q4 2022 in Review

Oxler Private Wealth sold out of Bank of America (BAC) in Q4 2022, closing a stake of 1,236 shares — an estimated $37.4K sold.

Oxler Private Wealth first reported a position in BAC in Q4 2020 and held it in 3 quarters. The position peaked at $43K in Q4 2020. 2,717 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

Oxler Private Wealth reported no remaining Bank of America position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 1,236 Bank of America shares in Q4 2022, an estimated $37.4K.
Oxler Private Wealth first reported a position in Bank of America in Q4 2020 and held it in 3 quarters.
Oxler Private Wealth's Bank of America position peaked at $43K in Q4 2020.
2,717 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.