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Stonebridge Financial Planning Group’s Bank of America BAC Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-1,398
Closed -$64K – 137
2021
Q4 		$64K Buy
1,398
+1
+0.1% +$46 0.03% 193
2021
Q3 		$68K Hold
1,397
– – 0.03% 192
2021
Q2 		$57K Buy
1,397
+1
+0.1% +$41 0.03% 201
2021
Q1 		$56K Hold
1,396
– – 0.03% 201
2020
Q4 		$42K Buy
1,396
+1
+0.1% +$27 0.03% 211
2020
Q3 		$34K Buy
1,395
+1
+0.1% +$25 0.02% 219
2020
Q2 		$32K Sell
1,394
-100
-7% -$2.36K 0.03% 212
2020
Q1 		$35K Buy
1,494
+1,009
+208% +$30.2K 0.03% 195
2019
Q4 		$17K Buy
+485
New +$15.7K 0.02% 251

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stonebridge Financial Planning Group's BAC Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Bank of America (BAC) in Q1 2022, closing a stake of 1,398 shares — an estimated $64K sold.

Stonebridge Financial Planning Group first reported a position in BAC in Q4 2019 and held it in 9 quarters. The position peaked at $68K in Q3 2021. 2,790 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Bank of America position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1,398 Bank of America shares in Q1 2022, an estimated $64K.
  • Stonebridge Financial Planning Group first reported a position in Bank of America in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Bank of America position peaked at $68K in Q3 2021.
  • 2,790 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.