Park Edge Advisors’s Bank of America BAC Stock Holding History

Park Edge 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
2023 Q1	–	Sell	-6,215	Closed	-$206K	–	100
2022 Q4	$206K	Buy	+6,215	New	+$214K	0.09%	94

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

Park Edge Advisors's BAC Position: Q1 2023 in Review

Park Edge Advisors sold out of Bank of America (BAC) in Q1 2023, closing a stake of 6,215 shares — an estimated $206K sold.

Park Edge Advisors first reported a position in BAC in Q4 2022 and held it in 1 quarter. The position peaked at $206K in Q4 2022. 2,655 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

Park Edge Advisors reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
Park Edge Advisors sold 6,215 Bank of America shares in Q1 2023, an estimated $206K.
Park Edge Advisors first reported a position in Bank of America in Q4 2022 and held it in 1 quarter.
Park Edge Advisors's Bank of America position peaked at $206K in Q4 2022.
2,655 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on Park Edge Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.