Polaris Wealth Advisory Group’s Bank of America BAC Stock Holding History

Polaris Wealth Advisory 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
2022 Q2	–	Sell	-627,702	Closed	-$24.7M	–	137
2022 Q1	$24.7M	Buy	627,702 +93,036	+17%	+$4.2M	1.65%	25
2021 Q4	$23.8M	Sell	534,666 -9,137	-2%	-$416K	1.37%	30
2021 Q3	$24M	Buy	543,803 +249,483	+85%	+$10M	1.44%	29
2021 Q2	$12.2M	Buy	294,320 +288,193	+4,704%	+$11.8M	0.73%	45
2021 Q1	$245K	Buy	+6,127	New	+$211K	0.02%	152
2019 Q4	–	Sell	-107,653	Closed	-$3M	–	155
2019 Q3	$3M	Sell	107,653 -1,568	-1%	-$45.1K	0.24%	71
2019 Q2	$3.21M	Buy	109,221 +3,530	+3%	+$102K	0.24%	65
2019 Q1	$3.02M	Hold	105,691	–	–	0.23%	77
2018 Q4	$2.6M	Hold	105,691	–	–	0.25%	66
2018 Q3	$3.11M	Buy	105,691 +4,205	+4%	+$128K	0.21%	78
2018 Q2	$3.04M	Sell	101,486 -4,205	-4%	-$125K	0.26%	64
2018 Q1	$3.17M	Buy	+105,691	New	+$3.32M	0.26%	64
2014 Q1	–	Sell	-904	Closed	-$14K	–	164
2013 Q4	$14K	Buy	+904	New	+$13.4K	﹤0.01%	134
2013 Q3	–	Sell	-1,165	Closed	-$15K	–	141
2013 Q2	$15K	Buy	+1,165	New	+$14.9K	0.01%	118

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 $3.38T AUM 44.17% 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

Polaris Wealth Advisory Group's BAC Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of Bank of America (BAC) in Q2 2022, closing a stake of 627,702 shares — an estimated $24.7M sold.

Polaris Wealth Advisory Group first reported a position in BAC in Q2 2013 and held it in 14 quarters. The position peaked at $24.7M in Q1 2022. 2,643 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Polaris Wealth Advisory Group reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 627,702 Bank of America shares in Q2 2022, an estimated $24.7M.
Polaris Wealth Advisory Group first reported a position in Bank of America in Q2 2013 and held it in 14 quarters.
Polaris Wealth Advisory Group's Bank of America position peaked at $24.7M in Q1 2022.
2,643 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.