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

Schechter 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	$2.13M	Sell	50,989 -8,951	-15%	-$399K	0.18%	118
2024 Q4	$2.63M	Sell	59,940 -1,402	-2%	-$61.7K	0.2%	101
2024 Q3	$2.43M	Sell	61,342 -812	-1%	-$32.5K	0.18%	101
2024 Q2	$2.47M	Buy	62,154 +726	+1%	+$27.8K	0.19%	95
2024 Q1	$2.33M	Buy	61,428 +1,726	+3%	+$59.3K	0.17%	110
2023 Q4	$2.01M	Buy	59,702 +4,354	+8%	+$127K	0.17%	118
2023 Q3	$1.52M	Buy	55,348 +4,187	+8%	+$124K	0.15%	140
2023 Q2	$1.47M	Sell	51,161 -5,984	-10%	-$171K	0.13%	165
2023 Q1	$1.63M	Sell	57,145 -19,413	-25%	-$641K	0.15%	158
2022 Q4	$2.54M	Buy	76,558 +6,127	+9%	+$211K	0.23%	85
2022 Q3	$2.13M	Buy	70,431 +8,155	+13%	+$273K	0.21%	87
2022 Q2	$1.94M	Sell	62,276 -11,209	-15%	-$404K	0.19%	101
2022 Q1	$3.03M	Sell	73,485 -12,406	-14%	-$560K	0.28%	56
2021 Q4	$3.82M	Buy	+85,891	New	+$3.91M	0.34%	45

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Schechter Investment Advisors reduced its Bank of America (BAC) stake by 15% in Q1 2025, selling an estimated $399K and leaving 50,989 shares worth $2.13M. The position accounts for 0.18% of the portfolio, ranked #118.

Schechter Investment Advisors first reported a position in BAC in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.82M in Q4 2021. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

Schechter Investment Advisors held 50,989 shares of Bank of America worth $2.13M as of Q1 2025.
Schechter Investment Advisors sold 8,951 Bank of America shares in Q1 2025, an estimated $399K.
Bank of America made up 0.18% of Schechter Investment Advisors's portfolio in Q1 2025, its #118 holding.
Schechter Investment Advisors first reported a position in Bank of America in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Bank of America position peaked at $3.82M in Q4 2021.
3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

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