WFA
BAC icon

Wipfli Financial Advisors’s Bank of America BAC Stock Holding History

Wipfli Financial Advisors’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 		$2.88M Buy
+95,502
New +$3.19M 0.2% 52
2022
Q2 		– Sell
-6,983
Closed -$288K – 88
2022
Q1 		$288K Buy
+6,983
New +$315K 0.03% 80

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

Wipfli Financial Advisors's BAC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Bank of America (BAC) in Q3 2022: 95,502 shares worth $2.88M. The stake represents 0.2% of the portfolio and ranks #52 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in BAC as recently as Q1 2022.

Wipfli Financial Advisors first reported a position in BAC in Q1 2022 and has held it in 2 quarters since. 2,602 funds tracked by Wall St. Rank hold BAC as of Q3 2022.

  • Wipfli Financial Advisors held 95,502 shares of Bank of America worth $2.88M as of Q3 2022.
  • Bank of America was a new Wipfli Financial Advisors position in Q3 2022.
  • Bank of America made up 0.2% of Wipfli Financial Advisors's portfolio in Q3 2022, its #52 holding.
  • Wipfli Financial Advisors first reported a position in Bank of America in Q1 2022 and has held it in 2 quarters since.
  • 2,602 funds tracked by Wall St. Rank held Bank of America as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.