Taylor Hoffman Wealth Management’s Bank of America BAC Stock Holding History

Taylor Hoffman Wealth Management’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 Q2	–	Sell	-5,035	Closed	-$208K	–	130
2022 Q1	$208K	Sell	5,035 -62	-1%	-$2.8K	0.08%	129
2021 Q4	$227K	Hold	5,097	–	–	0.09%	126
2021 Q3	$220K	Hold	5,097	–	–	0.09%	124
2021 Q2	$210K	Sell	5,097 -62	-1%	-$2.54K	0.09%	123
2021 Q1	$200K	Buy	+5,159	New	+$178K	0.09%	123
2020 Q3	–	Sell	-8,486	Closed	-$202K	–	133
2020 Q2	$202K	Sell	8,486 -1,459	-15%	-$34.5K	0.13%	115
2020 Q1	$211K	Buy	9,945 +1,622	+19%	+$48.6K	0.2%	104
2019 Q4	$293K	Hold	8,323	–	–	0.19%	101
2019 Q3	$243K	Hold	8,323	–	–	0.17%	108
2019 Q2	$241K	Sell	8,323 -2,000	-19%	-$57.7K	0.19%	107
2019 Q1	$285K	Sell	10,323 -100	-1%	-$2.83K	0.21%	99
2018 Q4	$257K	Sell	10,423 -240	-2%	-$6.51K	0.23%	87
2018 Q3	$314K	Hold	10,663	–	–	0.25%	86
2018 Q2	$301K	Hold	10,663	–	–	0.26%	86
2018 Q1	$320K	Buy	10,663 +775	+8%	+$24.3K	0.29%	81
2017 Q4	$292K	Buy	+9,888	New	+$273K	0.28%	84

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Taylor Hoffman Wealth Management's BAC Position: Q2 2022 in Review

Taylor Hoffman Wealth Management sold out of Bank of America (BAC) in Q2 2022, closing a stake of 5,035 shares — an estimated $208K sold.

Taylor Hoffman Wealth Management first reported a position in BAC in Q4 2017 and held it in 16 quarters. The position peaked at $320K in Q1 2018. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Taylor Hoffman Wealth Management reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 5,035 Bank of America shares in Q2 2022, an estimated $208K.
Taylor Hoffman Wealth Management first reported a position in Bank of America in Q4 2017 and held it in 16 quarters.
Taylor Hoffman Wealth Management's Bank of America position peaked at $320K in Q1 2018.
2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.