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

Aquire 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
2022 Q1	–	Sell	-2,946	Closed	-$131K	–	60
2021 Q4	$131K	Buy	+2,946	New	+$134K	0.07%	51

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Aquire Wealth Advisors's BAC Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of Bank of America (BAC) in Q1 2022, closing a stake of 2,946 shares — an estimated $131K sold.

Aquire Wealth Advisors first reported a position in BAC in Q4 2021 and held it in 1 quarter. The position peaked at $131K in Q4 2021. 2,790 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

Aquire Wealth Advisors reported no remaining Bank of America position as of Q1 2022 after selling out during the quarter.
Aquire Wealth Advisors sold 2,946 Bank of America shares in Q1 2022, an estimated $131K.
Aquire Wealth Advisors first reported a position in Bank of America in Q4 2021 and held it in 1 quarter.
Aquire Wealth Advisors's Bank of America position peaked at $131K in Q4 2021.
2,790 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.