Resource Planning Group’s Bank of America BAC Stock Holding History

Resource Planning 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
2023 Q1	–	Sell	-6,491	Closed	-$215K	–	62
2022 Q4	$215K	Buy	+6,491	New	+$224K	0.17%	61
2022 Q3	–	Sell	-8,741	Closed	-$272K	–	63
2022 Q2	$272K	Hold	8,741	–	–	0.23%	59
2022 Q1	$360K	Hold	8,741	–	–	0.26%	50
2021 Q4	$389K	Sell	8,741 -2,522	-22%	-$115K	0.26%	48
2021 Q3	$478K	Hold	11,263	–	–	0.3%	48
2021 Q2	$464K	Buy	11,263 +699	+7%	+$28.7K	0.27%	50
2021 Q1	$409K	Hold	10,564	–	–	0.27%	50
2020 Q4	$320K	Hold	10,564	–	–	0.23%	52
2020 Q3	$254K	Sell	10,564 -260	-2%	-$6.47K	0.19%	54
2020 Q2	$257K	Hold	10,824	–	–	0.19%	51
2020 Q1	$230K	Sell	10,824 -22	-0.2%	-$660	0.2%	44
2019 Q4	$382K	Hold	10,846	–	–	0.22%	45
2019 Q3	$316K	Buy	10,846 +22	+0.2%	+$633	0.18%	49
2019 Q2	$314K	Hold	10,824	–	–	0.18%	49
2019 Q1	$299K	Hold	10,824	–	–	0.2%	41
2018 Q4	$267K	Buy	+10,824	New	+$294K	0.2%	40

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

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

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

Norges Bank Oslo, Norway $935B AUM

Resource Planning Group's BAC Position: Q1 2023 in Review

Resource Planning Group sold out of Bank of America (BAC) in Q1 2023, closing a stake of 6,491 shares — an estimated $215K sold.

Resource Planning Group first reported a position in BAC in Q4 2018 and held it in 16 quarters. The position peaked at $478K in Q3 2021. 2,655 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

Resource Planning Group reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
Resource Planning Group sold 6,491 Bank of America shares in Q1 2023, an estimated $215K.
Resource Planning Group first reported a position in Bank of America in Q4 2018 and held it in 16 quarters.
Resource Planning Group's Bank of America position peaked at $478K in Q3 2021.
2,655 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on Resource Planning Group's 13F filing for Q1 2023, filed 12 May 2023.