AIA
BAC icon

Angeles Investment Advisors’s Bank of America BAC Stock Holding History

Angeles Investment 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
-11,409
Closed -$501K – 57
2024
Q4 		$501K Sell
11,409
-359
-3% -$15.8K 0.02% 92
2024
Q3 		$467K Hold
11,768
– – 0.02% 109
2024
Q2 		$468K Sell
11,768
-5,958
-34% -$228K 0.02% 111
2024
Q1 		$672K Buy
17,726
+2,224
+14% +$76.3K 0.04% 74
2023
Q4 		$522K Buy
15,502
+464
+3% +$13.5K 0.03% 94
2023
Q3 		$412K Sell
15,038
-1,770
-11% -$52.4K 0.03% 105
2023
Q2 		$482K Buy
16,808
+2,336
+16% +$66.7K 0.04% 68
2023
Q1 		$414K Buy
14,472
+3,454
+31% +$114K 0.03% 77
2022
Q4 		$365K Buy
+11,018
New +$380K 0.03% 60
2022
Q3 		– Sell
-10,075
Closed -$314K – 54
2022
Q2 		$314K Hold
10,075
– – 0.03% 65
2022
Q1 		$415K Sell
10,075
-3,731
-27% -$168K 0.03% 54
2021
Q4 		$614K Buy
13,806
+1,535
+13% +$69.9K 0.03% 106
2021
Q3 		$521K Buy
+12,271
New +$494K 0.03% 102
2020
Q1 		– Sell
-16,230
Closed -$572K – 93
2019
Q4 		$572K Buy
16,230
+2,515
+18% +$81.3K 0.12% 51
2019
Q3 		$400K Buy
13,715
+5,031
+58% +$145K 0.09% 51
2019
Q2 		$252K Buy
+8,684
New +$250K 0.06% 57

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Angeles Investment Advisors's BAC Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Bank of America (BAC) in Q1 2025, closing a stake of 11,409 shares — an estimated $501K sold.

Angeles Investment Advisors first reported a position in BAC in Q2 2019 and held it in 16 quarters. The position peaked at $672K in Q1 2024. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 11,409 Bank of America shares in Q1 2025, an estimated $501K.
  • Angeles Investment Advisors first reported a position in Bank of America in Q2 2019 and held it in 16 quarters.
  • Angeles Investment Advisors's Bank of America position peaked at $672K in Q1 2024.
  • 3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.