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Great Waters Wealth Management’s Bank of America BAC Stock Holding History

Great Waters Wealth Management’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
2025
Q1 		– Sell
-4,927
Closed -$217K – 105
2024
Q4 		$217K Sell
4,927
-440
-8% -$19.4K 0.03% 102
2024
Q3 		$213K Sell
5,367
-3
-0.1% -$120 0.03% 103
2024
Q2 		$214K Buy
+5,370
New +$206K 0.03% 96
2024
Q1 		– Sell
-6,667
Closed -$224K – 100
2023
Q4 		$224K Buy
+6,667
New +$194K 0.04% 86

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Great Waters Wealth Management's BAC Position: Q1 2025 in Review

Great Waters Wealth Management sold out of Bank of America (BAC) in Q1 2025, closing a stake of 4,927 shares — an estimated $217K sold.

Great Waters Wealth Management first reported a position in BAC in Q4 2023 and held it in 4 quarters. The position peaked at $224K in Q4 2023. 3,207 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

  • Great Waters Wealth Management reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
  • Great Waters Wealth Management sold 4,927 Bank of America shares in Q1 2025, an estimated $217K.
  • Great Waters Wealth Management first reported a position in Bank of America in Q4 2023 and held it in 4 quarters.
  • Great Waters Wealth Management's Bank of America position peaked at $224K in Q4 2023.
  • 3,207 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Great Waters Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.