Tiller Private Wealth’s Bank of America BAC Stock Holding History

Tiller Private Wealth’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	-5,493	Closed	-$226K	–	53
2022 Q1	$226K	Buy	5,493 +395	+8%	+$17.8K	0.13%	46
2021 Q4	$227K	Hold	5,098	–	–	0.14%	49
2021 Q3	$216K	Hold	5,098	–	–	0.16%	47
2021 Q2	$210K	Sell	5,098 -148	-3%	-$6.07K	0.22%	43
2021 Q1	$203K	Buy	+5,246	New	+$181K	0.25%	34
2019 Q4	–	Sell	-7,915	Closed	-$231K	–	42
2019 Q3	$231K	Buy	7,915 +1,000	+14%	+$28.8K	0.2%	33
2019 Q2	$201K	Buy	+6,915	New	+$199K	0.17%	34
2018 Q4	–	Sell	-7,740	Closed	-$228K	–	36
2018 Q3	$228K	Buy	+7,740	New	+$236K	0.16%	34
2018 Q2	–	Sell	-6,915	Closed	-$207K	–	44
2018 Q1	$207K	Hold	6,915	–	–	0.15%	41
2017 Q4	$204K	Buy	+6,915	New	+$191K	0.15%	36
2017 Q1	–	Sell	-9,400	Closed	-$208K	–	40
2016 Q4	$208K	Buy	+9,400	New	+$181K	0.16%	41

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiller Private Wealth's BAC Position: Q2 2022 in Review

Tiller Private Wealth sold out of Bank of America (BAC) in Q2 2022, closing a stake of 5,493 shares — an estimated $226K sold.

Tiller Private Wealth first reported a position in BAC in Q4 2016 and held it in 11 quarters. The position peaked at $231K in Q3 2019. 2,643 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Tiller Private Wealth reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
Tiller Private Wealth sold 5,493 Bank of America shares in Q2 2022, an estimated $226K.
Tiller Private Wealth first reported a position in Bank of America in Q4 2016 and held it in 11 quarters.
Tiller Private Wealth's Bank of America position peaked at $231K in Q3 2019.
2,643 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Tiller Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.