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

Rockwood 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
Q1 		– Sell
-9,710
Closed -$432K – 81
2021
Q4 		$432K Buy
+9,710
New +$442K 0.19% 61

Other funds holding BAC

WA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Rockwood Wealth Management's BAC Position: Q1 2022 in Review

Rockwood Wealth Management sold out of Bank of America (BAC) in Q1 2022, closing a stake of 9,710 shares — an estimated $432K sold.

Rockwood Wealth Management first reported a position in BAC in Q4 2021 and held it in 1 quarter. The position peaked at $432K in Q4 2021. 2,790 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

  • Rockwood Wealth Management reported no remaining Bank of America position as of Q1 2022 after selling out during the quarter.
  • Rockwood Wealth Management sold 9,710 Bank of America shares in Q1 2022, an estimated $432K.
  • Rockwood Wealth Management first reported a position in Bank of America in Q4 2021 and held it in 1 quarter.
  • Rockwood Wealth Management's Bank of America position peaked at $432K in Q4 2021.
  • 2,790 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.