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Vaughan Nelson Investment Management’s Bank of America BAC Stock Holding History

Vaughan Nelson 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
2021
Q4 		– Sell
-3,047
Closed -$129K – 213
2021
Q3 		$129K Buy
+3,047
New +$123K ﹤0.01% 192

Other funds holding BAC

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vaughan Nelson Investment Management's BAC Position: Q4 2021 in Review

Vaughan Nelson Investment Management sold out of Bank of America (BAC) in Q4 2021, closing a stake of 3,047 shares — an estimated $129K sold.

Vaughan Nelson Investment Management first reported a position in BAC in Q3 2021 and held it in 1 quarter. The position peaked at $129K in Q3 2021. 2,785 funds tracked by Wall St. Rank hold BAC as of Q4 2021.

  • Vaughan Nelson Investment Management reported no remaining Bank of America position as of Q4 2021 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 3,047 Bank of America shares in Q4 2021, an estimated $129K.
  • Vaughan Nelson Investment Management first reported a position in Bank of America in Q3 2021 and held it in 1 quarter.
  • Vaughan Nelson Investment Management's Bank of America position peaked at $129K in Q3 2021.
  • 2,785 funds tracked by Wall St. Rank held Bank of America as of Q4 2021.

Based on Vaughan Nelson Investment Management's 13F filing for Q4 2021, filed 13 Jan 2022.