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Aspetuck Financial Management’s Bank of America BAC Stock Holding History

Aspetuck Financial Management’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
-3,152
Closed -$139K – 85
2024
Q4 		$139K Buy
+3,152
New +$139K 0.11% 77

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Fidelity Investments
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JP Morgan Chase
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Geode Capital Management
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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

Aspetuck Financial Management's BAC Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Bank of America (BAC) in Q1 2025, closing a stake of 3,152 shares — an estimated $139K sold.

Aspetuck Financial Management first reported a position in BAC in Q4 2024 and held it in 1 quarter. The position peaked at $139K in Q4 2024. 3,207 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

  • Aspetuck Financial Management reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 3,152 Bank of America shares in Q1 2025, an estimated $139K.
  • Aspetuck Financial Management first reported a position in Bank of America in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's Bank of America position peaked at $139K in Q4 2024.
  • 3,207 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.