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WealthOne’s Bank of America BAC Stock Holding History

WealthOne’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
-5,832
Closed -$240K – 125
2022
Q1 		$240K Buy
5,832
+686
+13% +$31K 0.08% 108
2021
Q4 		$229K Sell
5,146
-765
-13% -$34.9K 0.08% 101
2021
Q3 		$251K Sell
5,911
-58
-1% -$2.34K 0.09% 114
2021
Q2 		$246K Buy
+5,969
New +$245K 0.1% 110
2020
Q1 		– Sell
-5,817
Closed -$205K – 88
2019
Q4 		$205K Buy
+5,817
New +$188K 0.13% 86
2019
Q1 		– Sell
-4,195
Closed -$103K – 112
2018
Q4 		$103K Buy
+4,195
New +$114K 0.09% 117

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 $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return