Professional Financial Advisors’s Bank of America BAC Stock Holding History

Professional Financial 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
2022 Q4	–	Sell	-387	Closed	-$12K	–	105
2022 Q3	$12K	Hold	387	–	–	0.01%	271
2022 Q2	$12K	Hold	387	–	–	0.01%	277
2022 Q1	$16K	Hold	387	–	–	0.01%	258
2021 Q4	$17K	Hold	387	–	–	0.01%	261
2021 Q3	$16K	Hold	387	–	–	0.01%	227
2021 Q2	$16K	Buy	387 +87	+29%	+$3.57K	0.01%	240
2021 Q1	$12K	Hold	300	–	–	0.01%	232
2020 Q4	$9K	Hold	300	–	–	0.01%	243
2020 Q3	$7K	Buy	+300	New	+$7.47K	0.01%	239

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Professional Financial Advisors's BAC Position: Q4 2022 in Review

Professional Financial Advisors sold out of Bank of America (BAC) in Q4 2022, closing a stake of 387 shares — an estimated $12K sold.

Professional Financial Advisors first reported a position in BAC in Q3 2020 and held it in 9 quarters. The position peaked at $17K in Q4 2021. 2,717 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

Professional Financial Advisors reported no remaining Bank of America position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 387 Bank of America shares in Q4 2022, an estimated $12K.
Professional Financial Advisors first reported a position in Bank of America in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Bank of America position peaked at $17K in Q4 2021.
2,717 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.