Peachtree Investment Partners’s Bank of America BAC Stock Holding History

Peachtree Investment Partners’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	–	Sell	-24,498	Closed	-$1.01M	–	99
2022 Q1	$1.01M	Buy	24,498 +1,917	+8%	+$86.5K	0.46%	38
2021 Q4	$1M	Buy	22,581 +13,455	+147%	+$613K	0.42%	37
2021 Q3	$387K	Buy	9,126 +43	+0.5%	+$1.73K	0.19%	57
2021 Q2	$375K	Buy	9,083 +134	+1%	+$5.49K	0.18%	57
2021 Q1	$346K	Buy	+8,949	New	+$309K	0.2%	58

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

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Peachtree Investment Partners's BAC Position: Q2 2022 in Review

Peachtree Investment Partners sold out of Bank of America (BAC) in Q2 2022, closing a stake of 24,498 shares — an estimated $1.01M sold.

Peachtree Investment Partners first reported a position in BAC in Q1 2021 and held it in 5 quarters. The position peaked at $1.01M in Q1 2022. 2,642 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Peachtree Investment Partners reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
Peachtree Investment Partners sold 24,498 Bank of America shares in Q2 2022, an estimated $1.01M.
Peachtree Investment Partners first reported a position in Bank of America in Q1 2021 and held it in 5 quarters.
Peachtree Investment Partners's Bank of America position peaked at $1.01M in Q1 2022.
2,642 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Peachtree Investment Partners's 13F filing for Q2 2022, filed 16 Aug 2022.