Stiles Financial Services’s Bank of America BAC Stock Holding History

Stiles Financial Services’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	-8,601	Closed	-$260K	–	179
2022 Q3	$260K	Sell	8,601 -447	-5%	-$14.9K	0.16%	138
2022 Q2	$282K	Buy	9,048 +1,066	+13%	+$38.4K	0.17%	133
2022 Q1	$329K	Buy	7,982 +891	+13%	+$40.2K	0.16%	128
2021 Q4	$315K	Buy	+7,091	New	+$323K	0.15%	136

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

Stiles Financial Services's BAC Position: Q4 2022 in Review

Stiles Financial Services sold out of Bank of America (BAC) in Q4 2022, closing a stake of 8,601 shares — an estimated $260K sold.

Stiles Financial Services first reported a position in BAC in Q4 2021 and held it in 4 quarters. The position peaked at $329K in Q1 2022. 2,717 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

Stiles Financial Services reported no remaining Bank of America position as of Q4 2022 after selling out during the quarter.
Stiles Financial Services sold 8,601 Bank of America shares in Q4 2022, an estimated $260K.
Stiles Financial Services first reported a position in Bank of America in Q4 2021 and held it in 4 quarters.
Stiles Financial Services's Bank of America position peaked at $329K in Q1 2022.
2,717 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Stiles Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.