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 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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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. 2,918 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.
2,918 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.