WFPG
BAC icon

Waller Financial Planning Group’s Bank of America BAC Stock Holding History

Waller Financial Planning Group’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
Q4 		– Sell
-15,000
Closed -$3K – 55
2022
Q3 		$3K Buy
+15,000
New +$501K ﹤0.01% 57

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waller Financial Planning Group's BAC Position: Q4 2022 in Review

Waller Financial Planning Group sold out of Bank of America (BAC) in Q4 2022, closing a stake of 600 shares — an estimated $18K sold.

Waller Financial Planning Group first reported a position in BAC in Q3 2022 and held it in 1 quarter. The position peaked at $18K in Q3 2022. 2,721 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

  • Waller Financial Planning Group reported no remaining Bank of America position as of Q4 2022 after selling out during the quarter.
  • Waller Financial Planning Group sold 600 Bank of America shares in Q4 2022, an estimated $18K.
  • Waller Financial Planning Group first reported a position in Bank of America in Q3 2022 and held it in 1 quarter.
  • Waller Financial Planning Group's Bank of America position peaked at $18K in Q3 2022.
  • 2,721 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Waller Financial Planning Group's 13F filing for Q4 2022, filed 5 Jan 2023.