SLWS
BAC icon

Swaine & Leidel Wealth Services’s Bank of America BAC Stock Holding History

Swaine & Leidel Wealth 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
Q1 		$218K Buy
+218
New +$9.84K 0.17% 58
2021
Q3 		$242K Buy
+5,705
New +$230K 0.21% 55
2021
Q1 		$218K Buy
+5,640
New +$195K 0.14% 65

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Swaine & Leidel Wealth Services's BAC Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Bank of America (BAC) in Q1 2022: 218 shares worth $218K. The stake represents 0.17% of the portfolio and ranks #58 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in BAC as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in BAC in Q1 2021 and has held it in 3 quarters since. The position peaked at $242K in Q3 2021. 2,790 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

  • Swaine & Leidel Wealth Services held 218 shares of Bank of America worth $218K as of Q1 2022.
  • Bank of America was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • Bank of America made up 0.17% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #58 holding.
  • Swaine & Leidel Wealth Services first reported a position in Bank of America in Q1 2021 and has held it in 3 quarters since.
  • Swaine & Leidel Wealth Services's Bank of America position peaked at $242K in Q3 2021.
  • 2,790 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.