Resource Management’s Bank of America BAC Stock Holding History

Resource 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
2021 Q4	$957K	Buy	21,519 +2,434	+13%	+$111K	0.1%	71
2021 Q3	$810K	Buy	19,085 +2,957	+18%	+$119K	0.09%	77
2021 Q2	$665K	Buy	16,128 +155	+1%	+$6.35K	0.08%	88
2021 Q1	$618K	Sell	15,973 -184	-1%	-$6.35K	0.07%	91
2020 Q4	$490K	Sell	16,157 -292	-2%	-$7.83K	0.07%	103
2020 Q3	$396K	Buy	16,449 +9	+0.1%	+$224	0.06%	98
2020 Q2	$390K	Buy	16,440 +11	+0.1%	+$260	0.07%	91
2020 Q1	$349K	Buy	16,429 +1,553	+10%	+$46.6K	0.07%	93
2019 Q4	$524K	Buy	14,876 +5	+0%	+$162	0.08%	76
2019 Q3	$433K	Buy	14,871 +809	+6%	+$23.3K	0.08%	85
2019 Q2	$408K	Sell	14,062 -95	-0.7%	-$2.74K	0.07%	93
2019 Q1	$391K	Buy	14,157 +323	+2%	+$9.13K	0.07%	96
2018 Q4	$340K	Buy	13,834 +28	+0.2%	+$760	0.07%	90
2018 Q3	$407K	Buy	13,806 +499	+4%	+$15.2K	0.07%	86
2018 Q2	$375K	Buy	13,307 +1,397	+12%	+$41.7K	0.07%	84
2018 Q1	$357K	Sell	11,910 -1,226	-9%	-$38.5K	0.08%	83
2017 Q4	$410K	Buy	+13,136	New	+$362K	0.08%	82

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Resource Management's BAC Position: Q4 2021 in Review

Resource Management increased its Bank of America (BAC) stake by 13% in Q4 2021, buying an estimated $111K and bringing the position to 21,519 shares worth $957K. The position accounts for 0.1% of the portfolio, ranked #71.

Resource Management first reported a position in BAC in Q4 2017 and has held it in 17 quarters since. 2,786 funds tracked by Wall St. Rank hold BAC as of Q4 2021.

Resource Management held 21,519 shares of Bank of America worth $957K as of Q4 2021.
Resource Management bought 2,434 Bank of America shares in Q4 2021, an estimated $111K.
Bank of America made up 0.1% of Resource Management's portfolio in Q4 2021, its #71 holding.
Resource Management first reported a position in Bank of America in Q4 2017 and has held it in 17 quarters since.
2,786 funds tracked by Wall St. Rank held Bank of America as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.