Ahrens Investment Partners’s Bank of America BAC Stock Holding History

Ahrens Investment 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
2023 Q1	$30.7K	Buy	+1,072	New	+$35.4K	0.02%	397
2022 Q3	–	Sell	-1,339	Closed	-$42K	–	223
2022 Q2	$42K	Hold	1,339	–	–	0.02%	360
2022 Q1	$55K	Hold	1,339	–	–	0.02%	366
2021 Q4	$60K	Buy	+1,339	New	+$61K	0.03%	379
2017 Q3	–	Sell	-8,250	Closed	-$200K	–	161
2017 Q2	$200K	Buy	+8,250	New	+$192K	0.09%	143
2017 Q1	–	Sell	-9,132	Closed	-$202K	–	158
2016 Q4	$202K	Buy	+9,132	New	+$176K	0.11%	123

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Ahrens Investment Partners's BAC Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Bank of America (BAC) in Q1 2023: 1,072 shares worth $30.7K. The stake represents 0.02% of the portfolio and ranks #397 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in BAC as recently as Q2 2022.

Ahrens Investment Partners first reported a position in BAC in Q4 2016 and has held it in 6 quarters since. The position peaked at $202K in Q4 2016. 2,655 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

Ahrens Investment Partners held 1,072 shares of Bank of America worth $30.7K as of Q1 2023.
Bank of America was a new Ahrens Investment Partners position in Q1 2023.
Bank of America made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #397 holding.
Ahrens Investment Partners first reported a position in Bank of America in Q4 2016 and has held it in 6 quarters since.
Ahrens Investment Partners's Bank of America position peaked at $202K in Q4 2016.
2,655 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.