Safeguard Financial’s Bank of America BAC Stock Holding History

Safeguard Financial’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	-1,497	Closed	-$42K	–	113
2023 Q2	$42K	Buy	+1,497	New	+$42.7K	0.02%	170

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Safeguard Financial's BAC Position: Q3 2023 in Review

Safeguard Financial sold out of Bank of America (BAC) in Q3 2023, closing a stake of 1,497 shares — an estimated $42K sold.

Safeguard Financial first reported a position in BAC in Q2 2023 and held it in 1 quarter. The position peaked at $42K in Q2 2023. 2,615 funds tracked by Wall St. Rank hold BAC as of Q3 2023.

Safeguard Financial reported no remaining Bank of America position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 1,497 Bank of America shares in Q3 2023, an estimated $42K.
Safeguard Financial first reported a position in Bank of America in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Bank of America position peaked at $42K in Q2 2023.
2,615 funds tracked by Wall St. Rank held Bank of America as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.