Sloy Dahl & Holst’s Bank of America BAC Stock Holding History

Sloy Dahl & Holst’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 Q2	–	Sell	-5,296	Closed	-$218K	–	77
2022 Q1	$218K	Sell	5,296 -10	-0.2%	-$451	0.04%	70
2021 Q4	$225K	Hold	5,306	–	–	0.05%	82
2021 Q3	$225K	Buy	+5,306	New	+$214K	0.05%	83
2021 Q2	–	Sell	-5,306	Closed	-$205K	–	64
2021 Q1	$205K	Buy	+5,306	New	+$183K	0.03%	63

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Sloy Dahl & Holst's BAC Position: Q2 2022 in Review

Sloy Dahl & Holst sold out of Bank of America (BAC) in Q2 2022, closing a stake of 5,296 shares — an estimated $218K sold.

Sloy Dahl & Holst first reported a position in BAC in Q1 2021 and held it in 4 quarters. The position peaked at $225K in Q4 2021. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Sloy Dahl & Holst reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
Sloy Dahl & Holst sold 5,296 Bank of America shares in Q2 2022, an estimated $218K.
Sloy Dahl & Holst first reported a position in Bank of America in Q1 2021 and held it in 4 quarters.
Sloy Dahl & Holst's Bank of America position peaked at $225K in Q4 2021.
2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Sloy Dahl & Holst's 13F filing for Q2 2022, filed 2 Aug 2022.