Ten Capital Wealth Advisors’s Bank of America BAC Stock Holding History

Ten Capital Wealth 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 Q2	$295K	Buy	10,285 +9,163	+817%	+$261K	0.09%	101
2023 Q1	$32.1K	Buy	1,122 +72	+7%	+$2.38K	0.01%	265
2022 Q4	$34.8K	Sell	1,050 -112	-10%	-$3.86K	0.01%	204
2022 Q3	$35K	Buy	1,162 +1,089	+1,492%	+$36.4K	0.02%	178
2022 Q2	$2K	Hold	73	–	–	﹤0.01%	386
2022 Q1	$3K	Hold	73	–	–	﹤0.01%	404
2021 Q4	$3K	Hold	73	–	–	﹤0.01%	395
2021 Q3	$3K	Sell	73 -100	-58%	-$4.03K	﹤0.01%	346
2021 Q2	$7K	Hold	173	–	–	﹤0.01%	338
2021 Q1	$6K	Hold	173	–	–	﹤0.01%	291
2020 Q4	$5K	Buy	+173	New	+$4.64K	﹤0.01%	297

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

Ten Capital Wealth Advisors's BAC Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Bank of America (BAC) stake by 817% in Q2 2023, buying an estimated $261K and bringing the position to 10,285 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #101.

Ten Capital Wealth Advisors first reported a position in BAC in Q4 2020 and has held it in 11 quarters since. 2,644 funds tracked by Wall St. Rank hold BAC as of Q2 2023.

Ten Capital Wealth Advisors held 10,285 shares of Bank of America worth $295K as of Q2 2023.
Ten Capital Wealth Advisors bought 9,163 Bank of America shares in Q2 2023, an estimated $261K.
Bank of America made up 0.09% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #101 holding.
Ten Capital Wealth Advisors first reported a position in Bank of America in Q4 2020 and has held it in 11 quarters since.
2,644 funds tracked by Wall St. Rank held Bank of America as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.