Surevest’s Bank of America BAC Stock Holding History

Surevest’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 Q3	$70K	Hold	2,310	–	–	0.02%	174
2022 Q2	$72K	Buy	2,310 +26	+1%	+$936	0.02%	184
2022 Q1	$94K	Hold	2,284	–	–	0.02%	160
2021 Q4	$102K	Buy	+2,284	New	+$104K	0.02%	148

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

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

Norges Bank Oslo, Norway $935B AUM

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

Surevest's BAC Position: Q3 2022 in Review

Surevest held its Bank of America (BAC) position steady in Q3 2022 at 2,310 shares worth $70K. The position accounts for 0.02% of the portfolio, ranked #174.

Surevest first reported a position in BAC in Q4 2021 and has held it in 4 quarters since. The position peaked at $102K in Q4 2021. 2,601 funds tracked by Wall St. Rank hold BAC as of Q3 2022.

Surevest held 2,310 shares of Bank of America worth $70K as of Q3 2022.
Surevest left its Bank of America share count unchanged in Q3 2022.
Bank of America made up 0.02% of Surevest's portfolio in Q3 2022, its #174 holding.
Surevest first reported a position in Bank of America in Q4 2021 and has held it in 4 quarters since.
Surevest's Bank of America position peaked at $102K in Q4 2021.
2,601 funds tracked by Wall St. Rank held Bank of America as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.