Ted Buchan & Co’s Bank of America BAC Stock Holding History

Ted Buchan & Co’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 Q2	–	Sell	-7,250	Closed	-$207K	–	82
2023 Q1	$207K	Sell	7,250 -168	-2%	-$5.55K	0.17%	81
2022 Q4	$246K	Buy	+7,418	New	+$256K	0.23%	67

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

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

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

Norges Bank Oslo, Norway $935B AUM

Ted Buchan & Co's BAC Position: Q2 2023 in Review

Ted Buchan & Co sold out of Bank of America (BAC) in Q2 2023, closing a stake of 7,250 shares — an estimated $207K sold.

Ted Buchan & Co first reported a position in BAC in Q4 2022 and held it in 2 quarters. The position peaked at $246K in Q4 2022. 2,644 funds tracked by Wall St. Rank hold BAC as of Q2 2023.

Ted Buchan & Co reported no remaining Bank of America position as of Q2 2023 after selling out during the quarter.
Ted Buchan & Co sold 7,250 Bank of America shares in Q2 2023, an estimated $207K.
Ted Buchan & Co first reported a position in Bank of America in Q4 2022 and held it in 2 quarters.
Ted Buchan & Co's Bank of America position peaked at $246K in Q4 2022.
2,644 funds tracked by Wall St. Rank held Bank of America as of Q2 2023.

Based on Ted Buchan & Co's 13F filing for Q2 2023, filed 6 Sep 2024.