Bank of America
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Bank of America’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Bank of America’s Portfolio LSAF Stock Details LSAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-148
Closed -$4.68K – 8126
2023
Q3 		$4.68K Buy
+148
New +$4.79K ﹤0.01% 7010

Other funds holding LSAF

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America's LSAF Position: Q4 2023 in Review

Bank of America sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q4 2023, closing a stake of 148 shares — an estimated $4.68K sold.

Bank of America first reported a position in LSAF in Q3 2023 and held it in 1 quarter. The position peaked at $4.68K in Q3 2023. 23 funds tracked by Wall St. Rank hold LSAF as of Q4 2023.

  • Bank of America reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of America sold 148 LeaderShares AlphaFactor US Core Equity ETF shares in Q4 2023, an estimated $4.68K.
  • Bank of America first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q3 2023 and held it in 1 quarter.
  • Bank of America's LeaderShares AlphaFactor US Core Equity ETF position peaked at $4.68K in Q3 2023.
  • 23 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q4 2023.

Based on Bank of America's 13F filing for Q4 2023, filed 14 Feb 2024.