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Tandem Investment Advisors’s Bank of America BAC Stock Holding History

Tandem Investment Advisors’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
2023
Q1 		– Sell
-8,348
Closed -$276K – 80
2022
Q4 		$276K Buy
+8,348
New +$288K 0.01% 74
2022
Q1 		– Sell
-4,876
Closed -$217K – 73
2021
Q4 		$217K Buy
+4,876
New +$222K 0.01% 78

Other funds holding BAC

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tandem Investment Advisors's BAC Position: Q1 2023 in Review

Tandem Investment Advisors sold out of Bank of America (BAC) in Q1 2023, closing a stake of 8,348 shares — an estimated $276K sold.

Tandem Investment Advisors first reported a position in BAC in Q4 2021 and held it in 2 quarters. The position peaked at $276K in Q4 2022. 2,655 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

  • Tandem Investment Advisors reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
  • Tandem Investment Advisors sold 8,348 Bank of America shares in Q1 2023, an estimated $276K.
  • Tandem Investment Advisors first reported a position in Bank of America in Q4 2021 and held it in 2 quarters.
  • Tandem Investment Advisors's Bank of America position peaked at $276K in Q4 2022.
  • 2,655 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on Tandem Investment Advisors's 13F filing for Q1 2023, filed 19 Jul 2023.