Financial Advisory Partners’s Bank of America BAC Stock Holding History

Financial Advisory Partners’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
2024 Q1	–	Sell	-132,353	Closed	-$4.46M	–	69
2023 Q4	$4.46M	Buy	132,353 +8,578	+7%	+$250K	1.62%	16
2023 Q3	$3.39M	Sell	123,775 -2,021	-2%	-$59.8K	1.37%	37
2023 Q2	$3.61M	Buy	125,796 +27,527	+28%	+$785K	1.39%	38
2023 Q1	$2.81M	Sell	98,269 -799	-0.8%	-$26.4K	1.11%	46
2022 Q4	$3.28M	Sell	99,068 -398	-0.4%	-$13.7K	1.35%	39
2022 Q3	$3M	Buy	99,466 +736	+0.7%	+$24.6K	1.31%	42
2022 Q2	$3.07M	Buy	98,730 +4,313	+5%	+$155K	1.27%	44
2022 Q1	$3.89M	Buy	94,417 +980	+1%	+$44.2K	1.44%	30
2021 Q4	$4.16M	Buy	+93,437	New	+$4.26M	1.52%	27

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financial Advisory Partners's BAC Position: Q1 2024 in Review

Financial Advisory Partners sold out of Bank of America (BAC) in Q1 2024, closing a stake of 132,353 shares — an estimated $4.46M sold.

Financial Advisory Partners first reported a position in BAC in Q4 2021 and held it in 9 quarters. The position peaked at $4.46M in Q4 2023. 2,920 funds tracked by Wall St. Rank hold BAC as of Q1 2024.

Financial Advisory Partners reported no remaining Bank of America position as of Q1 2024 after selling out during the quarter.
Financial Advisory Partners sold 132,353 Bank of America shares in Q1 2024, an estimated $4.46M.
Financial Advisory Partners first reported a position in Bank of America in Q4 2021 and held it in 9 quarters.
Financial Advisory Partners's Bank of America position peaked at $4.46M in Q4 2023.
2,920 funds tracked by Wall St. Rank held Bank of America as of Q1 2024.

Based on Financial Advisory Partners's 13F filing for Q1 2024, filed 17 Apr 2024.