FirstPurpose Wealth’s Bank of America BAC Stock Holding History

FirstPurpose Wealth’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	$549K	Sell	14,978 -403	-3%	-$13.8K	0.2%	88
2023 Q4	$518K	Buy	15,381 +3,743	+32%	+$109K	0.2%	85
2023 Q3	$319K	Buy	11,638 +320	+3%	+$9.47K	0.14%	123
2023 Q2	$325K	Buy	+11,318	New	+$323K	0.14%	126

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

Norges Bank Oslo, Norway $935B AUM

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

FirstPurpose Wealth's BAC Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Bank of America (BAC) stake by 2.6% in Q1 2024, selling an estimated $13.8K and leaving 14,978 shares worth $549K. The position accounts for 0.2% of the portfolio, ranked #88.

FirstPurpose Wealth first reported a position in BAC in Q2 2023 and has held it in 4 quarters since. 2,919 funds tracked by Wall St. Rank hold BAC as of Q1 2024.

FirstPurpose Wealth held 14,978 shares of Bank of America worth $549K as of Q1 2024.
FirstPurpose Wealth sold 403 Bank of America shares in Q1 2024, an estimated $13.8K.
Bank of America made up 0.2% of FirstPurpose Wealth's portfolio in Q1 2024, its #88 holding.
FirstPurpose Wealth first reported a position in Bank of America in Q2 2023 and has held it in 4 quarters since.
2,919 funds tracked by Wall St. Rank held Bank of America as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.