Aspire Wealth Management’s Bank of America BAC Stock Holding History

Aspire Wealth 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
2023 Q2	–	Sell	-7,611	Closed	-$218K	–	191
2023 Q1	$218K	Buy	7,611 +1,120	+17%	+$37K	0.18%	84
2022 Q4	$215K	Sell	6,491 -827	-11%	-$28.5K	0.19%	81
2022 Q3	$221K	Buy	7,318 +278	+4%	+$9.29K	0.21%	75
2022 Q2	$219K	Buy	7,040 +1	+0%	+$36	0.2%	80
2022 Q1	$290K	Buy	7,039 +1	+0%	+$45	0.23%	72
2021 Q4	$313K	Buy	+7,038	New	+$321K	0.25%	65

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

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

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

Norges Bank Oslo, Norway $935B AUM

Aspire Wealth Management's BAC Position: Q2 2023 in Review

Aspire Wealth Management sold out of Bank of America (BAC) in Q2 2023, closing a stake of 7,611 shares — an estimated $218K sold.

Aspire Wealth Management first reported a position in BAC in Q4 2021 and held it in 6 quarters. The position peaked at $313K in Q4 2021. 2,644 funds tracked by Wall St. Rank hold BAC as of Q2 2023.

Aspire Wealth Management reported no remaining Bank of America position as of Q2 2023 after selling out during the quarter.
Aspire Wealth Management sold 7,611 Bank of America shares in Q2 2023, an estimated $218K.
Aspire Wealth Management first reported a position in Bank of America in Q4 2021 and held it in 6 quarters.
Aspire Wealth Management's Bank of America position peaked at $313K in Q4 2021.
2,644 funds tracked by Wall St. Rank held Bank of America as of Q2 2023.

Based on Aspire Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.