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Sargent Bickham Lagudis’s Bank of America BAC Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$649K Sell
19,606
-3,500
-15% -$121K 0.05% 158
2022
Q3 		$697K Sell
23,106
-225
-1% -$7.52K 0.06% 148
2022
Q2 		$726K Buy
23,331
+1,225
+6% +$44.1K 0.06% 153
2022
Q1 		$911K Sell
22,106
-1,372
-6% -$61.9K 0.07% 145
2021
Q4 		$1.04M Sell
23,478
-6,625
-22% -$302K 0.08% 130
2021
Q3 		$1.28M Buy
30,103
+1,760
+6% +$70.9K 0.1% 119
2021
Q2 		$1.17M Buy
28,343
+1,311
+5% +$53.7K 0.1% 121
2021
Q1 		$1.05M Buy
27,032
+675
+3% +$23.3K 0.09% 119
2020
Q4 		$799K Buy
26,357
+7,063
+37% +$189K 0.07% 123
2020
Q3 		$465K Buy
19,294
+3,026
+19% +$75.3K 0.05% 147
2020
Q2 		$386K Buy
16,268
+4,090
+34% +$96.6K 0.04% 153
2020
Q1 		$259K Buy
12,178
+6,203
+104% +$186K 0.03% 179
2019
Q4 		$210K Buy
5,975
+3,373
+130% +$109K 0.02% 198
2019
Q3 		$76K Buy
2,602
+374
+17% +$10.8K 0.01% 284
2019
Q2 		$65K Sell
2,228
-1,375
-38% -$39.7K 0.01% 329
2019
Q1 		$99K Sell
3,603
-2,879
-44% -$81.4K 0.01% 293
2018
Q4 		$160K Buy
6,482
+1,696
+35% +$46K 0.02% 222
2018
Q3 		$141K Buy
4,786
+1,582
+49% +$48.2K 0.02% 240
2018
Q2 		$90K Sell
3,204
-11
-0.3% -$328 0.01% 284
2018
Q1 		$96K Buy
3,215
+468
+17% +$14.7K 0.01% 276
2017
Q4 		$81K Buy
2,747
+101
+4% +$2.78K 0.01% 303
2017
Q3 		$67K Buy
+2,646
New +$64.2K 0.01% 322
2017
Q2 		– Sell
-832
Closed -$20K – 772
2017
Q1 		$20K Sell
832
-537
-39% -$12.7K ﹤0.01% 484
2016
Q4 		$30K Hold
1,369
– – ﹤0.01% 408
2016
Q3 		$21 Buy
1,369
+526
+62% +$7.83K ﹤0.01% 471
2016
Q2 		$11K Buy
843
+3
+0.4% +$42 ﹤0.01% 527
2016
Q1 		$11K Buy
+840
New +$11.3K ﹤0.01% 553

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sargent Bickham Lagudis's BAC Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Bank of America (BAC) stake by 15% in Q4 2022, selling an estimated $121K and leaving 19,606 shares worth $649K. The position accounts for 0.05% of the portfolio, ranked #158.

Sargent Bickham Lagudis first reported a position in BAC in Q1 2016 and has held it in 27 quarters since. The position peaked at $1.28M in Q3 2021. 2,717 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

  • Sargent Bickham Lagudis held 19,606 shares of Bank of America worth $649K as of Q4 2022.
  • Sargent Bickham Lagudis sold 3,500 Bank of America shares in Q4 2022, an estimated $121K.
  • Bank of America made up 0.05% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #158 holding.
  • Sargent Bickham Lagudis first reported a position in Bank of America in Q1 2016 and has held it in 27 quarters since.
  • Sargent Bickham Lagudis's Bank of America position peaked at $1.28M in Q3 2021.
  • 2,717 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.