Invictus Private Wealth’s Bank of America BAC Stock Holding History

Invictus Private 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
2023 Q1	–	Sell	-14,913	Closed	-$494K	–	90
2022 Q4	$494K	Buy	+14,913	New	+$514K	0.06%	51

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invictus Private Wealth's BAC Position: Q1 2023 in Review

Invictus Private Wealth sold out of Bank of America (BAC) in Q1 2023, closing a stake of 14,913 shares — an estimated $494K sold.

Invictus Private Wealth first reported a position in BAC in Q4 2022 and held it in 1 quarter. The position peaked at $494K in Q4 2022. 2,656 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

Invictus Private Wealth reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
Invictus Private Wealth sold 14,913 Bank of America shares in Q1 2023, an estimated $494K.
Invictus Private Wealth first reported a position in Bank of America in Q4 2022 and held it in 1 quarter.
Invictus Private Wealth's Bank of America position peaked at $494K in Q4 2022.
2,656 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on Invictus Private Wealth's 13F filing for Q1 2023, filed 5 Jun 2023.