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Partners Capital Investment Group’s Bank of America BAC Stock Holding History

Partners Capital Investment Group’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
2024
Q1 		– Sell
-17,389
Closed -$585K – 157
2023
Q4 		$585K Buy
17,389
+6,842
+65% +$199K 0.01% 168
2023
Q3 		$289K Buy
+10,547
New +$312K 0.01% 200
2021
Q3 		– Sell
-590,947
Closed -$24.4M – 133
2021
Q2 		$24.4M Buy
+590,947
New +$24.2M 1.08% 41

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Partners Capital Investment Group's BAC Position: Q1 2024 in Review

Partners Capital Investment Group sold out of Bank of America (BAC) in Q1 2024, closing a stake of 17,389 shares — an estimated $585K sold.

Partners Capital Investment Group first reported a position in BAC in Q2 2021 and held it in 3 quarters. The position peaked at $24.4M in Q2 2021. 2,925 funds tracked by Wall St. Rank hold BAC as of Q1 2024.

  • Partners Capital Investment Group reported no remaining Bank of America position as of Q1 2024 after selling out during the quarter.
  • Partners Capital Investment Group sold 17,389 Bank of America shares in Q1 2024, an estimated $585K.
  • Partners Capital Investment Group first reported a position in Bank of America in Q2 2021 and held it in 3 quarters.
  • Partners Capital Investment Group's Bank of America position peaked at $24.4M in Q2 2021.
  • 2,925 funds tracked by Wall St. Rank held Bank of America as of Q1 2024.

Based on Partners Capital Investment Group's 13F filing for Q1 2024, filed 14 May 2024.