Tevis Investment Management’s Bank of America BAC Stock Holding History

Tevis Investment 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 Q4	–	Sell	-2,259	Closed	-$68K	–	91
2022 Q3	$68K	Buy	2,259 +492	+28%	+$16.4K	0.07%	163
2022 Q2	$54K	Buy	1,767 +326	+23%	+$11.7K	0.05%	180
2022 Q1	$61K	Buy	1,441 +628	+77%	+$28.3K	0.06%	181
2021 Q4	$39K	Buy	+813	New	+$37K	0.03%	232

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Tevis Investment Management's BAC Position: Q4 2022 in Review

Tevis Investment Management sold out of Bank of America (BAC) in Q4 2022, closing a stake of 2,259 shares — an estimated $68K sold.

Tevis Investment Management first reported a position in BAC in Q4 2021 and held it in 4 quarters. The position peaked at $68K in Q3 2022. 2,717 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

Tevis Investment Management reported no remaining Bank of America position as of Q4 2022 after selling out during the quarter.
Tevis Investment Management sold 2,259 Bank of America shares in Q4 2022, an estimated $68K.
Tevis Investment Management first reported a position in Bank of America in Q4 2021 and held it in 4 quarters.
Tevis Investment Management's Bank of America position peaked at $68K in Q3 2022.
2,717 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.