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Wills Financial Group’s Bank of America BAC Stock Holding History

Wills Financial 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
Q1 		– Sell
-4,802
Closed -$213K – 71
2021
Q4 		$213K Sell
4,802
-104
-2% -$4.74K 0.08% 66
2021
Q3 		$208K Sell
4,906
-92
-2% -$3.71K 0.09% 66
2021
Q2 		$206K Buy
+4,998
New +$205K 0.09% 70
2018
Q4 		– Sell
-7,710
Closed -$227K – 60
2018
Q3 		$227K Sell
7,710
-1,197
-13% -$36.5K 0.15% 67
2018
Q2 		$251K Sell
8,907
-198
-2% -$5.91K 0.18% 65
2018
Q1 		$273K Sell
9,105
-297
-3% -$9.33K 0.2% 62
2017
Q4 		$277K Sell
9,402
-3,501
-27% -$96.5K 0.19% 64
2017
Q3 		$327K Buy
12,903
+700
+6% +$17K 0.24% 60
2017
Q2 		$296K Hold
12,203
– – 0.22% 63
2017
Q1 		$288K Hold
12,203
– – 0.22% 61
2016
Q4 		$270K Sell
12,203
-1,100
-8% -$21.2K 0.22% 63
2016
Q3 		$208K Sell
13,303
-2,200
-14% -$32.8K 0.18% 67
2016
Q2 		$206K Sell
15,503
-1,162
-7% -$16.3K 0.17% 70
2016
Q1 		$225K Hold
16,665
– – 0.19% 68
2015
Q4 		$280K Sell
16,665
-1,111
-6% -$18.8K 0.25% 61
2015
Q3 		$276K Sell
17,776
-1,995
-10% -$33.6K 0.25% 63
2015
Q2 		$336K Sell
19,771
-496
-2% -$8.17K 0.29% 63
2015
Q1 		$311K Sell
20,267
-145
-0.7% -$2.33K 0.26% 65
2014
Q4 		$365K Sell
20,412
-1,561
-7% -$26.7K 0.3% 61
2014
Q3 		$374K Sell
21,973
-3,794
-15% -$60.4K 0.32% 60
2014
Q2 		$396K Buy
25,767
+14,364
+126% +$223K 0.33% 59
2014
Q1 		$196K Buy
11,403
+101
+0.9% +$1.7K 0.19% 69
2013
Q4 		$175K Buy
+11,302
New +$168K 0.18% 67

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wills Financial Group's BAC Position: Q1 2022 in Review

Wills Financial Group sold out of Bank of America (BAC) in Q1 2022, closing a stake of 4,802 shares — an estimated $213K sold.

Wills Financial Group first reported a position in BAC in Q4 2013 and held it in 23 quarters. The position peaked at $396K in Q2 2014. 2,790 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

  • Wills Financial Group reported no remaining Bank of America position as of Q1 2022 after selling out during the quarter.
  • Wills Financial Group sold 4,802 Bank of America shares in Q1 2022, an estimated $213K.
  • Wills Financial Group first reported a position in Bank of America in Q4 2013 and held it in 23 quarters.
  • Wills Financial Group's Bank of America position peaked at $396K in Q2 2014.
  • 2,790 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on Wills Financial Group's 13F filing for Q1 2022, filed 13 May 2022.