PPWP
BAC icon

Proquility Private Wealth Partners’s Bank of America BAC Stock Holding History

Proquility Private 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
2025
Q1 		$1.52M Sell
36,329
-886
-2% -$39.5K 0.47% 65
2024
Q4 		$1.64M Buy
37,215
+72
+0.2% +$3.17K 0.53% 56
2024
Q3 		$1.47M Sell
37,143
-9
-0% -$361 0.47% 61
2024
Q2 		$1.48M Sell
37,152
-29,543
-44% -$1.13M 0.5% 56
2024
Q1 		$2.53M Buy
66,695
+19,010
+40% +$653K 0.87% 40
2023
Q4 		$1.61M Sell
47,685
-14,446
-23% -$421K 0.61% 52
2023
Q3 		$1.7M Sell
62,131
-1,714
-3% -$50.7K 0.7% 43
2023
Q2 		$1.83M Buy
63,845
+2,947
+5% +$84.1K 0.72% 44
2023
Q1 		$1.74M Buy
60,898
+27,019
+80% +$892K 0.69% 48
2022
Q4 		$1.12M Sell
33,879
-20,521
-38% -$707K 0.46% 60
2022
Q3 		$1.64M Buy
54,400
+5,550
+11% +$186K 0.76% 51
2022
Q2 		$1.52M Sell
48,850
-2,709
-5% -$97.5K 0.65% 53
2022
Q1 		$1.81M Sell
51,559
-235
-0.5% -$10.6K 0.75% 52
2021
Q4 		$2.54M Sell
51,794
-4,452
-8% -$203K 0.89% 38
2021
Q3 		$2.39M Buy
56,246
+200
+0.4% +$8.06K 0.9% 40
2021
Q2 		$2.31M Buy
56,046
+819
+1% +$33.6K 0.87% 44
2021
Q1 		$2.14M Buy
55,227
+43,420
+368% +$1.5M 0.85% 43
2020
Q4 		$358K Buy
+11,807
New +$316K 0.16% 79

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Proquility Private Wealth Partners's BAC Position: Q1 2025 in Review

Proquility Private Wealth Partners reduced its Bank of America (BAC) stake by 2.4% in Q1 2025, selling an estimated $39.5K and leaving 36,329 shares worth $1.52M. The position accounts for 0.47% of the portfolio, ranked #65.

Proquility Private Wealth Partners first reported a position in BAC in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.54M in Q4 2021. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

  • Proquility Private Wealth Partners held 36,329 shares of Bank of America worth $1.52M as of Q1 2025.
  • Proquility Private Wealth Partners sold 886 Bank of America shares in Q1 2025, an estimated $39.5K.
  • Bank of America made up 0.47% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #65 holding.
  • Proquility Private Wealth Partners first reported a position in Bank of America in Q4 2020 and has held it in 18 quarters since.
  • Proquility Private Wealth Partners's Bank of America position peaked at $2.54M in Q4 2021.
  • 3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.