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Titus Wealth Management’s Bank of America BAC Stock Holding History

Titus Wealth 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
Q2 		$380K Sell
12,191
-469
-4% -$16.9K 0.19% 87
2022
Q1 		$522K Buy
12,660
+8
+0.1% +$361 0.24% 71
2021
Q4 		$563K Sell
12,652
-1,955
-13% -$89.1K 0.25% 69
2021
Q3 		$619K Buy
14,607
+3,122
+27% +$126K 0.33% 51
2021
Q2 		$474K Buy
11,485
+36
+0.3% +$1.48K 0.26% 69
2021
Q1 		$443K Sell
11,449
-28
-0.2% -$966 0.26% 69
2020
Q4 		$348K Buy
11,477
+1,446
+14% +$38.8K 0.21% 82
2020
Q3 		$242K Sell
10,031
-107
-1% -$2.66K 0.17% 102
2020
Q2 		$241K Buy
10,138
+10
+0.1% +$236 0.19% 96
2020
Q1 		$215K Sell
10,128
-589
-5% -$17.7K 0.2% 89
2019
Q4 		$377K Buy
10,717
+1
+0% +$32 0.38% 63
2019
Q3 		$313K Buy
10,716
+252
+2% +$7.25K 0.29% 70
2019
Q2 		$303K Buy
10,464
+2
+0% +$58 0.3% 62
2019
Q1 		$289 Sell
10,462
-3,481
-25% -$98.4K 0.25% 77
2018
Q4 		$343 Buy
13,943
+2
+0% +$54 0.29% 59
2018
Q3 		$411K Sell
13,941
-1,744
-11% -$53.1K 0.35% 50
2018
Q2 		$442K Buy
15,685
+326
+2% +$9.73K 0.47% 38
2018
Q1 		$461K Sell
15,359
-36
-0.2% -$1.13K 0.44% 36
2017
Q4 		$453K Buy
+15,395
New +$424K 0.51% 38

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Titus Wealth Management's BAC Position: Q2 2022 in Review

Titus Wealth Management reduced its Bank of America (BAC) stake by 3.7% in Q2 2022, selling an estimated $16.9K and leaving 12,191 shares worth $380K. The position accounts for 0.19% of the portfolio, ranked #87.

Titus Wealth Management first reported a position in BAC in Q4 2017 and has held it in 19 quarters since. The position peaked at $619K in Q3 2021. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

  • Titus Wealth Management held 12,191 shares of Bank of America worth $380K as of Q2 2022.
  • Titus Wealth Management sold 469 Bank of America shares in Q2 2022, an estimated $16.9K.
  • Bank of America made up 0.19% of Titus Wealth Management's portfolio in Q2 2022, its #87 holding.
  • Titus Wealth Management first reported a position in Bank of America in Q4 2017 and has held it in 19 quarters since.
  • Titus Wealth Management's Bank of America position peaked at $619K in Q3 2021.
  • 2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.