IA
BAC icon

IndexIQ Advisors’s Bank of America BAC Stock Holding History

IndexIQ 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
2022
Q1 		$5.05M Sell
122,424
-3,414
-3% -$154K 0.18% 107
2021
Q4 		$5.6M Sell
125,838
-4,926
-4% -$224K 0.19% 90
2021
Q3 		$5.55M Buy
130,764
+5,454
+4% +$220K 0.19% 92
2021
Q2 		$5.17M Buy
125,310
+2,942
+2% +$121K 0.17% 93
2021
Q1 		$4.73M Buy
122,368
+15,535
+15% +$536K 0.17% 94
2020
Q4 		$3.24M Buy
+106,833
New +$2.86M 0.12% 123
2020
Q1 		– Sell
-151,479
Closed -$5.33M – 1045
2019
Q4 		$5.33M Buy
151,479
+32,810
+28% +$1.06M 0.19% 82
2019
Q3 		$3.46M Sell
118,669
-40,585
-25% -$1.17M 0.12% 133
2019
Q2 		$4.62M Sell
159,254
-3,464
-2% -$99.9K 0.14% 121
2019
Q1 		$4.49M Sell
162,718
-70,951
-30% -$2.01M 0.13% 105
2018
Q4 		$5.76M Buy
233,669
+84,943
+57% +$2.3M 0.16% 108
2018
Q3 		$4.38M Sell
148,726
-71,608
-32% -$2.18M 0.14% 122
2018
Q2 		$6.21M Buy
220,334
+73,277
+50% +$2.19M 0.19% 117
2018
Q1 		$4.41M Buy
147,057
+114,460
+351% +$3.6M 0.14% 107
2017
Q4 		$962K Buy
+32,597
New +$899K 0.04% 392

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

IndexIQ Advisors's BAC Position: Q1 2022 in Review

IndexIQ Advisors reduced its Bank of America (BAC) stake by 2.7% in Q1 2022, selling an estimated $154K and leaving 122,424 shares worth $5.05M. The position accounts for 0.18% of the portfolio, ranked #107.

IndexIQ Advisors first reported a position in BAC in Q4 2017 and has held it in 15 quarters since. The position peaked at $6.21M in Q2 2018. 2,790 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

  • IndexIQ Advisors held 122,424 shares of Bank of America worth $5.05M as of Q1 2022.
  • IndexIQ Advisors sold 3,414 Bank of America shares in Q1 2022, an estimated $154K.
  • Bank of America made up 0.18% of IndexIQ Advisors's portfolio in Q1 2022, its #107 holding.
  • IndexIQ Advisors first reported a position in Bank of America in Q4 2017 and has held it in 15 quarters since.
  • IndexIQ Advisors's Bank of America position peaked at $6.21M in Q2 2018.
  • 2,790 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.