Teamwork Financial Advisors’s Bank of America BAC Stock Holding History

Teamwork Financial 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	-20,488	Closed	-$679K	–	187
2022 Q4	$679K	Buy	+20,488	New	+$706K	0.14%	100
2022 Q1	–	Sell	-5,832	Closed	-$259K	–	249
2021 Q4	$259K	Buy	5,832 +86	+1%	+$3.92K	0.05%	253
2021 Q3	$244K	Buy	+5,746	New	+$231K	0.05%	240

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

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

Norges Bank Oslo, Norway $935B AUM

Teamwork Financial Advisors's BAC Position: Q1 2023 in Review

Teamwork Financial Advisors sold out of Bank of America (BAC) in Q1 2023, closing a stake of 20,488 shares — an estimated $679K sold.

Teamwork Financial Advisors first reported a position in BAC in Q3 2021 and held it in 3 quarters. The position peaked at $679K in Q4 2022. 2,655 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

Teamwork Financial Advisors reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 20,488 Bank of America shares in Q1 2023, an estimated $679K.
Teamwork Financial Advisors first reported a position in Bank of America in Q3 2021 and held it in 3 quarters.
Teamwork Financial Advisors's Bank of America position peaked at $679K in Q4 2022.
2,655 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on Teamwork Financial Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.