Cowen Prime Advisors’s Bank of America BAC Stock Holding History

Cowen Prime Advisors’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	$21.8K	Hold	760	–	–	0.01%	157
2023 Q1	$22K	Hold	760	–	–	0.01%	157
2022 Q4	$25K	Hold	760	–	–	0.01%	149
2022 Q3	$23K	Hold	760	–	–	0.01%	135
2022 Q2	$24K	Hold	760	–	–	0.01%	136
2022 Q1	$31K	Hold	760	–	–	0.01%	139
2021 Q4	$34K	Hold	760	–	–	0.01%	130
2021 Q3	$32K	Hold	760	–	–	0.01%	130
2021 Q2	$31K	Hold	760	–	–	0.01%	126
2021 Q1	$29K	Hold	760	–	–	0.01%	128
2020 Q4	$23K	Hold	760	–	–	0.01%	135
2020 Q3	$18K	Hold	760	–	–	0.01%	142
2020 Q2	$24K	Hold	760	–	–	0.01%	136
2020 Q1	$16K	Buy	+760	New	+$22.8K	0.01%	140
2019 Q1	–	Sell	-760	Closed	-$19K	–	180
2018 Q4	$19K	Hold	760	–	–	0.01%	145
2018 Q3	$22K	Hold	760	–	–	0.01%	166
2018 Q2	$21K	Hold	760	–	–	0.01%	168
2018 Q1	$23K	Hold	760	–	–	0.01%	161
2017 Q4	$22K	Hold	760	–	–	0.01%	163
2017 Q3	$19K	Hold	760	–	–	0.01%	157
2017 Q2	$18K	Hold	760	–	–	0.01%	162
2017 Q1	$18K	Hold	760	–	–	0.01%	163
2016 Q4	$17K	Sell	760 -1	-0.1%	-$19	0.01%	160
2016 Q3	$12K	Hold	761	–	–	0.01%	203
2016 Q2	$10K	Hold	761	–	–	﹤0.01%	190
2016 Q1	$10K	Hold	761	–	–	﹤0.01%	191
2015 Q4	$13K	Hold	761	–	–	0.01%	185
2015 Q3	$12K	Hold	761	–	–	0.01%	197
2015 Q2	$13K	Hold	761	–	–	0.01%	199
2015 Q1	$12K	Hold	761	–	–	﹤0.01%	243
2014 Q4	$14K	Hold	761	–	–	0.01%	250
2014 Q3	$13K	Buy	+761	New	+$12.1K	0.01%	244
2014 Q2	–	Sell	-761	Closed	-$13K	–	268
2014 Q1	$13K	Hold	761	–	–	﹤0.01%	223
2013 Q4	$12K	Sell	761 -5,000	-87%	-$74.2K	﹤0.01%	222
2013 Q3	$80K	Hold	5,761	–	–	0.03%	160
2013 Q2	$74K	Buy	+5,761	New	+$73.5K	0.03%	158

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

Cowen Prime Advisors's BAC Position: Q2 2023 in Review

Cowen Prime Advisors held its Bank of America (BAC) position steady in Q2 2023 at 760 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #157.

Cowen Prime Advisors first reported a position in BAC in Q2 2013 and has held it in 36 quarters since. The position peaked at $80K in Q3 2013. 2,645 funds tracked by Wall St. Rank hold BAC as of Q2 2023.

Cowen Prime Advisors held 760 shares of Bank of America worth $21.8K as of Q2 2023.
Cowen Prime Advisors left its Bank of America share count unchanged in Q2 2023.
Bank of America made up 0.01% of Cowen Prime Advisors's portfolio in Q2 2023, its #157 holding.
Cowen Prime Advisors first reported a position in Bank of America in Q2 2013 and has held it in 36 quarters since.
Cowen Prime Advisors's Bank of America position peaked at $80K in Q3 2013.
2,645 funds tracked by Wall St. Rank held Bank of America as of Q2 2023.

Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.