Piershale Financial Group’s Bank of America BAC Stock Holding History

Piershale Financial Group’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
2023 Q2	$1.42K	Hold	49	–	–	﹤0.01%	238
2023 Q1	$1.4K	Hold	49	–	–	﹤0.01%	263
2022 Q4	$1.61K	Buy	+49	New	+$1.69K	﹤0.01%	257
2016 Q4	–	Sell	-473	Closed	-$7K	–	32
2016 Q3	$7K	Hold	473	–	–	0.01%	104
2016 Q2	$6K	Hold	473	–	–	﹤0.01%	101
2016 Q1	$6K	Buy	473 +1	+0.2%	+$13	﹤0.01%	97
2015 Q4	$8K	Hold	472	–	–	﹤0.01%	130
2015 Q3	$7K	Hold	472	–	–	0.01%	85
2015 Q2	$8K	Hold	472	–	–	0.01%	79
2015 Q1	$7K	Sell	472 -1,783	-79%	-$28.6K	0.01%	89
2014 Q4	$40K	Buy	2,255 +1,825	+424%	+$31.2K	0.03%	47
2014 Q3	$7K	Hold	430	–	–	0.01%	96
2014 Q2	$7K	Hold	430	–	–	0.01%	108
2014 Q1	$7K	Hold	430	–	–	0.01%	90
2013 Q4	$7K	Hold	430	–	–	0.01%	76
2013 Q3	$6K	Hold	430	–	–	0.01%	81
2013 Q2	$6K	Buy	+430	New	+$5.48K	0.01%	67

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

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

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

Norges Bank Oslo, Norway $935B AUM

Piershale Financial Group's BAC Position: Q2 2023 in Review

Piershale Financial Group held its Bank of America (BAC) position steady in Q2 2023 at 49 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Piershale Financial Group first reported a position in BAC in Q2 2013 and has held it in 17 quarters since. The position peaked at $40K in Q4 2014. 2,645 funds tracked by Wall St. Rank hold BAC as of Q2 2023.

Piershale Financial Group held 49 shares of Bank of America worth $1.42K as of Q2 2023.
Piershale Financial Group left its Bank of America share count unchanged in Q2 2023.
Bank of America made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #238 holding.
Piershale Financial Group first reported a position in Bank of America in Q2 2013 and has held it in 17 quarters since.
Piershale Financial Group's Bank of America position peaked at $40K in Q4 2014.
2,645 funds tracked by Wall St. Rank held Bank of America as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.