Fiduciary Alliance’s Ball Corp BALL Stock Holding History

Fiduciary Alliance’s Portfolio BALL Stock Details BALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,169	Closed	-$285K	–	389
2024 Q4	$285K	Buy	+5,169	New	+$317K	0.03%	294
2023 Q3	–	Sell	-360	Closed	-$21K	–	233
2023 Q2	$21K	Buy	+360	New	+$19.5K	﹤0.01%	442

Other funds holding BALL

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fiduciary Alliance's BALL Position: Q1 2025 in Review

Fiduciary Alliance sold out of Ball Corp (BALL) in Q1 2025, closing a stake of 5,169 shares — an estimated $285K sold.

Fiduciary Alliance first reported a position in BALL in Q2 2023 and held it in 2 quarters. The position peaked at $285K in Q4 2024. 707 funds tracked by Wall St. Rank hold BALL as of Q1 2025.

Fiduciary Alliance reported no remaining Ball Corp position as of Q1 2025 after selling out during the quarter.
Fiduciary Alliance sold 5,169 Ball Corp shares in Q1 2025, an estimated $285K.
Fiduciary Alliance first reported a position in Ball Corp in Q2 2023 and held it in 2 quarters.
Fiduciary Alliance's Ball Corp position peaked at $285K in Q4 2024.
707 funds tracked by Wall St. Rank held Ball Corp as of Q1 2025.

Based on Fiduciary Alliance's 13F filing for Q1 2025, filed 9 Apr 2025.