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Lumature Wealth Partners’s Bank of America BAC Stock Holding History

Lumature Wealth Partners’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
Q2 		$13.3K Hold
465
– – 0.01% 296
2023
Q1 		$13.3K Hold
465
– – 0.01% 294
2022
Q4 		$15.4K Hold
465
– – 0.01% 284
2022
Q3 		$14K Buy
465
+450
+3,000% +$15K 0.01% 299
2022
Q2 		$0 Hold
15
– – ﹤0.01% 413
2022
Q1 		$1K Hold
15
– – ﹤0.01% 392
2021
Q4 		$1K Buy
+15
New +$683 ﹤0.01% 390

Other funds holding BAC

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lumature Wealth Partners's BAC Position: Q2 2023 in Review

Lumature Wealth Partners held its Bank of America (BAC) position steady in Q2 2023 at 465 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #296.

Lumature Wealth Partners first reported a position in BAC in Q4 2021 and has held it in 7 quarters since. The position peaked at $15.4K in Q4 2022. 2,645 funds tracked by Wall St. Rank hold BAC as of Q2 2023.

  • Lumature Wealth Partners held 465 shares of Bank of America worth $13.3K as of Q2 2023.
  • Lumature Wealth Partners left its Bank of America share count unchanged in Q2 2023.
  • Bank of America made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #296 holding.
  • Lumature Wealth Partners first reported a position in Bank of America in Q4 2021 and has held it in 7 quarters since.
  • Lumature Wealth Partners's Bank of America position peaked at $15.4K in Q4 2022.
  • 2,645 funds tracked by Wall St. Rank held Bank of America as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.