Sovarnum Capital’s Bank of America BAC Stock Holding History

Sovarnum Capital’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
2018 Q1	–	Sell	-24,400	Closed	-$720K	–	65
2017 Q4	$720K	Buy	+24,400	New	+$673K	0.49%	60

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sovarnum Capital's BAC Position: Q4 2021 in Review

Sovarnum Capital sold out of Bank of America (BAC) in Q4 2021, closing a stake of 50,000 shares — an estimated $2.12M sold.

Sovarnum Capital first reported a position in BAC in Q4 2017 and held it in 11 quarters. The position peaked at $8.18M in Q4 2017. 2,785 funds tracked by Wall St. Rank hold BAC as of Q4 2021.

Sovarnum Capital reported no remaining Bank of America position as of Q4 2021 after selling out during the quarter.
Sovarnum Capital sold 50,000 Bank of America shares in Q4 2021, an estimated $2.12M.
Sovarnum Capital first reported a position in Bank of America in Q4 2017 and held it in 11 quarters.
Sovarnum Capital's Bank of America position peaked at $8.18M in Q4 2017.
2,785 funds tracked by Wall St. Rank held Bank of America as of Q4 2021.

Based on Sovarnum Capital's 13F filing for Q4 2021.