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Realta Investment Advisors’s Bank of America BAC Stock Holding History

Realta Investment 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
2025
Q1 		– Sell
-9,064
Closed -$406K – 322
2024
Q4 		$406K Buy
9,064
+5,387
+147% +$237K 0.17% 119
2024
Q3 		$154K Sell
3,677
-51,721
-93% -$2.07M 0.07% 198
2024
Q2 		$2.2M Buy
55,398
+903
+2% +$34.6K 0.43% 49
2024
Q1 		$2.07M Sell
54,495
-497
-0.9% -$17.1K 0.43% 48
2023
Q4 		$1.85M Buy
54,992
+1,038
+2% +$30.2K 0.42% 48
2023
Q3 		$1.55M Sell
53,954
-475
-0.9% -$14.1K 0.36% 61
2023
Q2 		$1.56M Sell
54,429
-2,345
-4% -$66.9K 0.34% 64
2023
Q1 		$1.62M Sell
56,774
-181
-0.3% -$5.97K 0.39% 60
2022
Q4 		$1.89M Buy
56,955
+1,117
+2% +$38.5K 0.46% 47
2022
Q3 		$1.69M Buy
55,838
+364
+0.7% +$12.2K 0.44% 46
2022
Q2 		$1.75M Buy
55,474
+1,819
+3% +$65.5K 0.43% 50
2022
Q1 		$2.21M Buy
53,655
+941
+2% +$42.5K 0.44% 44
2021
Q4 		$2.35M Buy
52,714
+449
+0.9% +$20.5K 0.52% 38
2021
Q3 		$2.22M Sell
52,265
-1,161
-2% -$46.8K 0.52% 37
2021
Q2 		$2.2M Sell
53,426
-3,403
-6% -$139K 0.52% 41
2021
Q1 		$2.2M Buy
56,829
+1,917
+3% +$66.2K 0.58% 40
2020
Q4 		$1.66M Buy
54,912
+4,750
+9% +$127K 0.47% 49
2020
Q3 		$1.21M Buy
50,162
+4,806
+11% +$120K 0.4% 53
2020
Q2 		$1.08M Buy
45,356
+3,463
+8% +$81.8K 0.35% 61
2020
Q1 		$889K Sell
41,893
-3,256
-7% -$97.6K 0.38% 58
2019
Q4 		$1.5M Sell
45,149
-4,291
-9% -$139K 0.41% 42
2019
Q3 		$1.45M Buy
49,440
+2,993
+6% +$86.1K 0.39% 44
2019
Q2 		$1.36M Buy
46,447
+10,904
+31% +$314K 0.38% 45
2019
Q1 		$986K Buy
+35,543
New +$1M 0.45% 47

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

Realta Investment Advisors's BAC Position: Q1 2025 in Review

Realta Investment Advisors sold out of Bank of America (BAC) in Q1 2025, closing a stake of 9,064 shares — an estimated $406K sold.

Realta Investment Advisors first reported a position in BAC in Q1 2019 and held it in 24 quarters. The position peaked at $2.35M in Q4 2021. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

  • Realta Investment Advisors reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 9,064 Bank of America shares in Q1 2025, an estimated $406K.
  • Realta Investment Advisors first reported a position in Bank of America in Q1 2019 and held it in 24 quarters.
  • Realta Investment Advisors's Bank of America position peaked at $2.35M in Q4 2021.
  • 3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.