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Wealthsimple’s Bank of America BAC Stock Holding History

Wealthsimple’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
Q3 		$458K Buy
15,162
+2
+0% +$67 0.02% 25
2022
Q2 		$472K Hold
15,160
– – 0.02% 22
2022
Q1 		$625K Sell
15,160
-129
-0.8% -$5.82K 0.02% 22
2021
Q4 		$680K Buy
+15,289
New +$697K 0.02% 18

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthsimple's BAC Position: Q3 2022 in Review

Wealthsimple increased its Bank of America (BAC) stake by 0.01% in Q3 2022, buying an estimated $67 and bringing the position to 15,162 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #25.

Wealthsimple first reported a position in BAC in Q4 2021 and has held it in 4 quarters since. The position peaked at $680K in Q4 2021. 2,601 funds tracked by Wall St. Rank hold BAC as of Q3 2022.

  • Wealthsimple held 15,162 shares of Bank of America worth $458K as of Q3 2022.
  • Wealthsimple bought 2 Bank of America shares in Q3 2022, an estimated $67.
  • Bank of America made up 0.02% of Wealthsimple's portfolio in Q3 2022, its #25 holding.
  • Wealthsimple first reported a position in Bank of America in Q4 2021 and has held it in 4 quarters since.
  • Wealthsimple's Bank of America position peaked at $680K in Q4 2021.
  • 2,601 funds tracked by Wall St. Rank held Bank of America as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.