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Register Financial Advisors’s Bank of America Depository Shares Series KK BAC.PRM Stock Holding History

Register Financial Advisors’s Portfolio BAC.PRM Stock Details BAC.PRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,286
Closed -$26.9K – 557
2022
Q4 		$26.9K Buy
+1,286
New +$28K 0.02% 480

Other funds holding BAC.PRM

BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Register Financial Advisors's BAC.PRM Position: Q1 2023 in Review

Register Financial Advisors sold out of Bank of America Depository Shares Series KK (BAC.PRM) in Q1 2023, closing a stake of 1,286 shares — an estimated $26.9K sold.

Register Financial Advisors first reported a position in BAC.PRM in Q4 2022 and held it in 1 quarter. The position peaked at $26.9K in Q4 2022. 4 funds tracked by Wall St. Rank hold BAC.PRM as of Q1 2023.

  • Register Financial Advisors reported no remaining Bank of America Depository Shares Series KK position as of Q1 2023 after selling out during the quarter.
  • Register Financial Advisors sold 1,286 Bank of America Depository Shares Series KK shares in Q1 2023, an estimated $26.9K.
  • Register Financial Advisors first reported a position in Bank of America Depository Shares Series KK in Q4 2022 and held it in 1 quarter.
  • Register Financial Advisors's Bank of America Depository Shares Series KK position peaked at $26.9K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held Bank of America Depository Shares Series KK as of Q1 2023.

Based on Register Financial Advisors's 13F filing for Q1 2023, filed 10 May 2023.