First Pacific Advisors’s Bank of America BAC Stock Holding History

First Pacific 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
2018 Q1	–	Sell	-37,600	Closed	-$1.11M	–	125
2017 Q4	$1.11M	Hold	37,600	–	–	0.01%	97
2017 Q3	$953K	Hold	37,600	–	–	0.01%	101
2017 Q2	$912K	Hold	37,600	–	–	0.01%	102
2017 Q1	$887K	Hold	37,600	–	–	0.01%	100
2016 Q4	$831K	Hold	37,600	–	–	0.01%	101
2016 Q3	$588K	Hold	37,600	–	–	﹤0.01%	96
2016 Q2	$499K	Buy	+37,600	New	+$528K	﹤0.01%	95

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

First Pacific Advisors's BAC Position: Q3 2023 in Review

First Pacific Advisors sold out of Bank of America (BAC) in Q3 2023, closing a stake of 12,100 shares — an estimated $347K sold.

First Pacific Advisors first reported a position in BAC in Q2 2013 and held it in 36 quarters. The position peaked at $676M in Q4 2017. 2,614 funds tracked by Wall St. Rank hold BAC as of Q3 2023.

First Pacific Advisors reported no remaining Bank of America position as of Q3 2023 after selling out during the quarter.
First Pacific Advisors sold 12,100 Bank of America shares in Q3 2023, an estimated $347K.
First Pacific Advisors first reported a position in Bank of America in Q2 2013 and held it in 36 quarters.
First Pacific Advisors's Bank of America position peaked at $676M in Q4 2017.
2,614 funds tracked by Wall St. Rank held Bank of America as of Q3 2023.

Based on First Pacific Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.