Second Half Financial Partners’s Bank of America BAC Stock Holding History

Second Half Financial Partners’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 Q3	–	Sell	-5,640	Closed	-$218K	–	39
2022 Q2	$218K	Hold	5,640	–	–	0.17%	58
2022 Q1	$218K	Buy	+5,640	New	+$254K	0.17%	58

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

Norges Bank Oslo, Norway $935B AUM

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

Second Half Financial Partners's BAC Position: Q3 2022 in Review

Second Half Financial Partners sold out of Bank of America (BAC) in Q3 2022, closing a stake of 5,640 shares — an estimated $218K sold.

Second Half Financial Partners first reported a position in BAC in Q1 2022 and held it in 2 quarters. The position peaked at $218K in Q2 2022. 2,602 funds tracked by Wall St. Rank hold BAC as of Q3 2022.

Second Half Financial Partners reported no remaining Bank of America position as of Q3 2022 after selling out during the quarter.
Second Half Financial Partners sold 5,640 Bank of America shares in Q3 2022, an estimated $218K.
Second Half Financial Partners first reported a position in Bank of America in Q1 2022 and held it in 2 quarters.
Second Half Financial Partners's Bank of America position peaked at $218K in Q2 2022.
2,602 funds tracked by Wall St. Rank held Bank of America as of Q3 2022.

Based on Second Half Financial Partners's 13F filing for Q3 2022, filed 15 Nov 2022.