Bank of America
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Bank of America’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Bank of America’s Portfolio WLDR Stock Details WLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-52
Closed -$1.6K – 8432
2024
Q2 		$1.6K Buy
+52
New +$1.6K ﹤0.01% 7169
2022
Q3 		– Sell
-47
Closed -$1K – 8231
2022
Q2 		$1K Buy
+47
New +$1.15K ﹤0.01% 7899

Other funds holding WLDR

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Bank of America's WLDR Position: Q3 2024 in Review

Bank of America sold out of Simplify Affinity World Leaders Equity ETF (WLDR) in Q3 2024, closing a stake of 52 shares — an estimated $1.6K sold.

Bank of America first reported a position in WLDR in Q2 2022 and held it in 2 quarters. The position peaked at $1.6K in Q2 2024. 15 funds tracked by Wall St. Rank hold WLDR as of Q3 2024.

  • Bank of America reported no remaining Simplify Affinity World Leaders Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of America sold 52 Simplify Affinity World Leaders Equity ETF shares in Q3 2024, an estimated $1.6K.
  • Bank of America first reported a position in Simplify Affinity World Leaders Equity ETF in Q2 2022 and held it in 2 quarters.
  • Bank of America's Simplify Affinity World Leaders Equity ETF position peaked at $1.6K in Q2 2024.
  • 15 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q3 2024.

Based on Bank of America's 13F filing for Q3 2024, filed 14 Nov 2024.