Tower View Wealth Management’s Bank of America BAC Stock Holding History

Tower View 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	–	Sell	-2,500	Closed	-$103K	–	167
2022 Q1	$103K	Sell	2,500 -100	-4%	-$4.51K	0.06%	87
2021 Q4	$116K	Hold	2,600	–	–	0.06%	88
2021 Q3	$110K	Buy	2,600 +1,000	+63%	+$40.3K	0.06%	86
2021 Q2	$66K	Hold	1,600	–	–	0.03%	93
2021 Q1	$62K	Sell	1,600 -600	-27%	-$20.7K	0.03%	97
2020 Q4	$67K	Buy	+2,200	New	+$59K	0.04%	96
2019 Q1	–	Sell	-305	Closed	-$8K	–	141
2018 Q4	$8K	Sell	305 -98	-24%	-$2.66K	0.01%	115
2018 Q3	$12K	Buy	403 +1	+0.2%	+$30	0.01%	125
2018 Q2	$11K	Buy	402 +2	+0.5%	+$60	0.01%	117
2018 Q1	$12K	Hold	400	–	–	0.01%	114
2017 Q4	$12K	Buy	+400	New	+$11K	0.01%	119

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Tower View Wealth Management's BAC Position: Q2 2022 in Review

Tower View Wealth Management sold out of Bank of America (BAC) in Q2 2022, closing a stake of 2,500 shares — an estimated $103K sold.

Tower View Wealth Management first reported a position in BAC in Q4 2017 and held it in 11 quarters. The position peaked at $116K in Q4 2021. 2,641 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

Tower View Wealth Management reported no remaining Bank of America position as of Q2 2022 after selling out during the quarter.
Tower View Wealth Management sold 2,500 Bank of America shares in Q2 2022, an estimated $103K.
Tower View Wealth Management first reported a position in Bank of America in Q4 2017 and held it in 11 quarters.
Tower View Wealth Management's Bank of America position peaked at $116K in Q4 2021.
2,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on Tower View Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.