Alaska Wealth Advisors’s Bank of America BAC Stock Holding History

Alaska Wealth 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
2025 Q1	–	Sell	-5,199	Closed	-$228K	–	60
2024 Q4	$228K	Buy	5,199 +16	+0.3%	+$704	0.04%	60
2024 Q3	$206K	Sell	5,183 -1	-0%	-$40	0.03%	68
2024 Q2	$206K	Sell	5,184 -1,203	-19%	-$46.1K	0.03%	66
2024 Q1	$242K	Buy	+6,387	New	+$219K	0.04%	61

Other funds holding BAC

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Alaska Wealth Advisors's BAC Position: Q1 2025 in Review

Alaska Wealth Advisors sold out of Bank of America (BAC) in Q1 2025, closing a stake of 5,199 shares — an estimated $228K sold.

Alaska Wealth Advisors first reported a position in BAC in Q1 2024 and held it in 4 quarters. The position peaked at $242K in Q1 2024. 3,207 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

Alaska Wealth Advisors reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
Alaska Wealth Advisors sold 5,199 Bank of America shares in Q1 2025, an estimated $228K.
Alaska Wealth Advisors first reported a position in Bank of America in Q1 2024 and held it in 4 quarters.
Alaska Wealth Advisors's Bank of America position peaked at $242K in Q1 2024.
3,207 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Alaska Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.