Bank of America’s Phoenix Motor Inc. Common Stock PEV Stock Holding History

Bank of America’s Portfolio PEV Stock Details PEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-208	Closed	-$72	–	8784
2025 Q1	$72	Buy	208 +75	+56%	+$27	﹤0.01%	7900
2024 Q4	$40	Sell	133 -32	-19%	-$14	﹤0.01%	7908
2024 Q3	$62	Buy	165 +40	+32%	+$18	﹤0.01%	7802
2024 Q2	$42	Buy	+125	New	+$82	﹤0.01%	7872
2024 Q1	–	Sell	-16	Closed	-$17	–	8272
2023 Q4	$17	Buy	+16	New	+$19	﹤0.01%	7682

Other funds holding PEV

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America's PEV Position: Q2 2025 in Review

Bank of America sold out of Phoenix Motor Inc. Common Stock (PEV) in Q2 2025, closing a stake of 208 shares — an estimated $72 sold.

Bank of America first reported a position in PEV in Q4 2023 and held it in 5 quarters. The position peaked at $72 in Q1 2025. 3 funds tracked by Wall St. Rank hold PEV as of Q2 2025.

Bank of America reported no remaining Phoenix Motor Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
Bank of America sold 208 Phoenix Motor Inc. Common Stock shares in Q2 2025, an estimated $72.
Bank of America first reported a position in Phoenix Motor Inc. Common Stock in Q4 2023 and held it in 5 quarters.
Bank of America's Phoenix Motor Inc. Common Stock position peaked at $72 in Q1 2025.
3 funds tracked by Wall St. Rank held Phoenix Motor Inc. Common Stock as of Q2 2025.

Based on Bank of America's 13F filing for Q2 2025, filed 14 Aug 2025.