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Ulland Investment Advisors’s Bank of America BAC Stock Holding History

Ulland Investment 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 		– Sell
-20
Closed -$1K – 212
2023
Q1 		$1K Hold
20
– – ﹤0.01% 192
2022
Q4 		$1K Hold
20
– – ﹤0.01% 200
2022
Q3 		$1K Hold
20
– – ﹤0.01% 204
2022
Q2 		$1K Hold
20
– – ﹤0.01% 232
2022
Q1 		$1K Buy
+20
New +$902 ﹤0.01% 249

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ulland Investment Advisors's BAC Position: Q2 2023 in Review

Ulland Investment Advisors sold out of Bank of America (BAC) in Q2 2023, closing a stake of 20 shares — an estimated $1K sold.

Ulland Investment Advisors first reported a position in BAC in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q1 2023. 2,644 funds tracked by Wall St. Rank hold BAC as of Q2 2023.

  • Ulland Investment Advisors reported no remaining Bank of America position as of Q2 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 20 Bank of America shares in Q2 2023, an estimated $1K.
  • Ulland Investment Advisors first reported a position in Bank of America in Q1 2022 and held it in 5 quarters.
  • Ulland Investment Advisors's Bank of America position peaked at $1K in Q1 2023.
  • 2,644 funds tracked by Wall St. Rank held Bank of America as of Q2 2023.

Based on Ulland Investment Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.