RBA Wealth Management’s Bank of America BAC Stock Holding History

RBA Wealth Management’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	-5,261	Closed	-$217K	–	92
2022 Q1	$217K	Sell	5,261 -343	-6%	-$15.5K	0.1%	97
2021 Q4	$249K	Hold	5,604	–	–	0.12%	94
2021 Q3	$238K	Buy	+5,604	New	+$226K	0.57%	19
2021 Q2	–	Sell	-4,707	Closed	-$182K	–	46
2021 Q1	$182K	Buy	+4,707	New	+$162K	0.15%	61
2020 Q1	–	Sell	-9,281	Closed	-$326K	–	96
2019 Q4	$326K	Buy	9,281 +13	+0.1%	+$420	0.22%	82
2019 Q3	$270K	Sell	9,268 -99	-1%	-$2.85K	0.21%	78
2019 Q2	$272K	Hold	9,367	–	–	0.21%	70
2019 Q1	$272K	Buy	+9,367	New	+$265K	0.21%	71

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

RBA Wealth Management's BAC Position: Q2 2022 in Review

RBA Wealth Management sold out of Bank of America (BAC) in Q2 2022, closing a stake of 5,261 shares — an estimated $217K sold.

RBA Wealth Management first reported a position in BAC in Q1 2019 and held it in 8 quarters. The position peaked at $326K in Q4 2019. 2,642 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

RBA Wealth Management reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
RBA Wealth Management sold 5,261 Bank of America shares in Q2 2022, an estimated $217K.
RBA Wealth Management first reported a position in Bank of America in Q1 2019 and held it in 8 quarters.
RBA Wealth Management's Bank of America position peaked at $326K in Q4 2019.
2,642 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on RBA Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.