Standard Family Office’s Bank of America BAC Stock Holding History

Standard Family Office’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	–	Sell	-6,337	Closed	-$191K	–	49
2022 Q3	$191K	Buy	+6,337	New	+$212K	0.08%	39
2021 Q3	–	Sell	-24,284	Closed	-$1M	–	114
2021 Q2	$1M	Hold	24,284	–	–	0.21%	46
2021 Q1	$940K	Hold	24,284	–	–	0.22%	34
2020 Q4	$736K	Buy	+24,284	New	+$651K	0.18%	45

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Standard Family Office's BAC Position: Q4 2022 in Review

Standard Family Office sold out of Bank of America (BAC) in Q4 2022, closing a stake of 6,337 shares — an estimated $191K sold.

Standard Family Office first reported a position in BAC in Q4 2020 and held it in 4 quarters. The position peaked at $1M in Q2 2021. 2,718 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

Standard Family Office reported no remaining Bank of America position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 6,337 Bank of America shares in Q4 2022, an estimated $191K.
Standard Family Office first reported a position in Bank of America in Q4 2020 and held it in 4 quarters.
Standard Family Office's Bank of America position peaked at $1M in Q2 2021.
2,718 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.