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Phoenix Wealth Advisors’s Bank of America BAC Stock Holding History

Phoenix Wealth Advisors’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
2021
Q4 		– Sell
-1,070
Closed -$45K – 144
2021
Q3 		$45K Hold
1,070
– – 0.03% 200
2021
Q2 		$43K Hold
1,070
– – 0.03% 195
2021
Q1 		$42K Hold
1,070
– – 0.03% 201
2020
Q4 		$32K Buy
+1,070
New +$28.7K 0.02% 218

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Phoenix Wealth Advisors's BAC Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Bank of America (BAC) in Q4 2021, closing a stake of 1,070 shares — an estimated $45K sold.

Phoenix Wealth Advisors first reported a position in BAC in Q4 2020 and held it in 4 quarters. The position peaked at $45K in Q3 2021. 2,785 funds tracked by Wall St. Rank hold BAC as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Bank of America position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1,070 Bank of America shares in Q4 2021, an estimated $45K.
  • Phoenix Wealth Advisors first reported a position in Bank of America in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Bank of America position peaked at $45K in Q3 2021.
  • 2,785 funds tracked by Wall St. Rank held Bank of America as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.