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

Pinnacle 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 Q2	$1.31M	Buy	42,110 +187	+0.4%	+$6.73K	0.51%	50
2022 Q1	$1.73M	Buy	41,923 +1,057	+3%	+$47.7K	0.54%	42
2021 Q4	$1.82M	Buy	+40,866	New	+$1.86M	0.57%	36

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

Pinnacle Private Wealth's BAC Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Bank of America (BAC) stake by 0.45% in Q2 2022, buying an estimated $6.73K and bringing the position to 42,110 shares worth $1.31M. The position accounts for 0.51% of the portfolio, ranked #50.

Pinnacle Private Wealth first reported a position in BAC in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.82M in Q4 2021. 2,643 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Pinnacle Private Wealth held 42,110 shares of Bank of America worth $1.31M as of Q2 2022.
Pinnacle Private Wealth bought 187 Bank of America shares in Q2 2022, an estimated $6.73K.
Bank of America made up 0.51% of Pinnacle Private Wealth's portfolio in Q2 2022, its #50 holding.
Pinnacle Private Wealth first reported a position in Bank of America in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's Bank of America position peaked at $1.82M in Q4 2021.
2,643 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.