Redwood Financial Network’s Bank of America BAC Stock Holding History

Redwood Financial Network’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 Q3	–	Sell	-9,108	Closed	-$261K	–	136
2023 Q2	$261K	Buy	+9,108	New	+$260K	0.25%	122

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

Redwood Financial Network's BAC Position: Q3 2023 in Review

Redwood Financial Network sold out of Bank of America (BAC) in Q3 2023, closing a stake of 9,108 shares — an estimated $261K sold.

Redwood Financial Network first reported a position in BAC in Q2 2023 and held it in 1 quarter. The position peaked at $261K in Q2 2023. 2,615 funds tracked by Wall St. Rank hold BAC as of Q3 2023.

Redwood Financial Network reported no remaining Bank of America position as of Q3 2023 after selling out during the quarter.
Redwood Financial Network sold 9,108 Bank of America shares in Q3 2023, an estimated $261K.
Redwood Financial Network first reported a position in Bank of America in Q2 2023 and held it in 1 quarter.
Redwood Financial Network's Bank of America position peaked at $261K in Q2 2023.
2,615 funds tracked by Wall St. Rank held Bank of America as of Q3 2023.

Based on Redwood Financial Network's 13F filing for Q3 2023, filed 8 Nov 2023.