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YorkBridge Wealth Partners’s Bank of America BAC Stock Holding History

YorkBridge Wealth Partners’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 		$1.72M Sell
51,804
-687
-1% -$23.7K 0.44% 59
2022
Q3 		$1.58M Buy
52,491
+1,794
+4% +$60K 0.41% 61
2022
Q2 		$1.58M Buy
50,697
+6,520
+15% +$235K 0.41% 57
2022
Q1 		$1.82M Buy
44,177
+922
+2% +$41.6K 0.4% 58
2021
Q4 		$1.92M Sell
43,255
-1,635
-4% -$74.5K 0.43% 57
2021
Q3 		$1.91M Buy
44,890
+4,337
+11% +$175K 0.48% 57
2021
Q2 		$1.67M Buy
40,553
+4,749
+13% +$195K 0.44% 60
2021
Q1 		$1.39M Buy
35,804
+3,515
+11% +$121K 0.41% 61
2020
Q4 		$979K Buy
32,289
+1,072
+3% +$28.7K 0.33% 69
2020
Q3 		$752K Buy
31,217
+330
+1% +$8.22K 0.32% 72
2020
Q2 		$734K Sell
30,887
-2,824
-8% -$66.7K 0.34% 68
2020
Q1 		$716K Buy
33,711
+1,489
+5% +$44.6K 0.44% 63
2019
Q4 		$1.14M Buy
32,222
+1,317
+4% +$42.6K 0.52% 59
2019
Q3 		$901K Buy
30,905
+249
+0.8% +$7.16K 0.45% 62
2019
Q2 		$889K Buy
30,656
+417
+1% +$12K 0.4% 64
2019
Q1 		$834K Sell
30,239
-2,058
-6% -$58.2K 0.38% 66
2018
Q4 		$796K Buy
32,297
+2,175
+7% +$59K 0.42% 61
2018
Q3 		$893K Sell
30,122
-467
-2% -$14.2K 0.41% 64
2018
Q2 		$862K Buy
30,589
+1,322
+5% +$39.4K 0.38% 70
2018
Q1 		$897K Buy
29,267
+4,140
+16% +$130K 0.41% 70
2017
Q4 		$760K Buy
25,127
+1,238
+5% +$34.1K 0.37% 74
2017
Q3 		$605K Sell
23,889
-743
-3% -$18K 0.31% 78
2017
Q2 		$608K Buy
24,632
+868
+4% +$20.2K 0.32% 75
2017
Q1 		$559K Buy
23,764
+5,689
+31% +$135K 0.29% 82
2016
Q4 		$377K Buy
+18,075
New +$348K 0.22% 99

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YorkBridge Wealth Partners's BAC Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Bank of America (BAC) stake by 1.3% in Q4 2022, selling an estimated $23.7K and leaving 51,804 shares worth $1.72M. The position accounts for 0.44% of the portfolio, ranked #59.

YorkBridge Wealth Partners first reported a position in BAC in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.92M in Q4 2021. 2,717 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

  • YorkBridge Wealth Partners held 51,804 shares of Bank of America worth $1.72M as of Q4 2022.
  • YorkBridge Wealth Partners sold 687 Bank of America shares in Q4 2022, an estimated $23.7K.
  • Bank of America made up 0.44% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #59 holding.
  • YorkBridge Wealth Partners first reported a position in Bank of America in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Bank of America position peaked at $1.92M in Q4 2021.
  • 2,717 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.