Walled Lake Planning & Wealth Management’s Bank of America BAC Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-300	Closed	-$13K	–	126
2021 Q3	$13K	Hold	300	–	–	0.01%	249
2021 Q2	$12K	Hold	300	–	–	0.01%	234
2021 Q1	$12K	Hold	300	–	–	0.01%	228
2020 Q4	$9K	Hold	300	–	–	0.01%	215
2020 Q3	$7K	Hold	300	–	–	0.01%	235
2020 Q2	$7K	Hold	300	–	–	0.01%	225
2020 Q1	$6K	Hold	300	–	–	0.01%	214
2019 Q4	$11K	Buy	+300	New	+$9.7K	0.01%	192

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's BAC Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Bank of America (BAC) in Q4 2021, closing a stake of 300 shares — an estimated $13K sold.

Walled Lake Planning & Wealth Management first reported a position in BAC in Q4 2019 and held it in 8 quarters. The position peaked at $13K in Q3 2021. 2,785 funds tracked by Wall St. Rank hold BAC as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Bank of America position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 300 Bank of America shares in Q4 2021, an estimated $13K.
Walled Lake Planning & Wealth Management first reported a position in Bank of America in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Bank of America position peaked at $13K in Q3 2021.
2,785 funds tracked by Wall St. Rank held Bank of America as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.