V Wealth Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $333K | Sell |
12,146
-40,052
| -77% | -$1.18M | 0.27% | 76 |
|
|
2023
Q2 | $1.5M | Sell |
52,198
-1,707
| -3% | -$48.7K | 0.25% | 82 |
|
|
2023
Q1 | $1.54M | Buy |
53,905
+6,313
| +13% | +$208K | 0.29% | 79 |
|
|
2022
Q4 | $1.58M | Buy |
47,592
+4,182
| +10% | +$144K | 0.33% | 69 |
|
|
2022
Q3 | $1.31M | Sell |
43,410
-21,265
| -33% | -$711K | 0.26% | 86 |
|
|
2022
Q2 | $2.01M | Sell |
64,675
-722
| -1% | -$26K | 0.38% | 55 |
|
|
2022
Q1 | $2.7M | Buy |
65,397
+3,338
| +5% | +$151K | 0.43% | 39 |
|
|
2021
Q4 | $2.76M | Buy |
62,059
+525
| +0.9% | +$23.9K | 0.4% | 46 |
|
|
2021
Q3 | $2.61M | Sell |
61,534
-538
| -0.9% | -$21.7K | 0.4% | 48 |
|
|
2021
Q2 | $2.56M | Buy |
62,072
+9,196
| +17% | +$377K | 0.41% | 52 |
|
|
2021
Q1 | $2.05M | Sell |
52,876
-8,910
| -14% | -$307K | 0.38% | 64 |
|
|
2020
Q4 | $1.87M | Buy |
61,786
+48,163
| +354% | +$1.29M | 0.39% | 56 |
|
|
2020
Q3 | $328K | Sell |
13,623
-42,085
| -76% | -$1.05M | 0.23% | 117 |
|
|
2020
Q2 | $1.32M | Sell |
55,708
-3,581
| -6% | -$84.6K | 0.34% | 71 |
|
|
2020
Q1 | $1.26M | Sell |
59,289
-9,949
| -14% | -$298K | 0.39% | 62 |
|
|
2019
Q4 | $2.02M | Hold |
69,238
| – | – | 0.72% | 30 |
|
|
2019
Q3 | $2.02M | Sell |
69,238
-9,806
| -12% | -$282K | 0.72% | 30 |
|
|
2019
Q2 | $2.3M | Buy |
79,044
+1,164
| +1% | +$33.6K | 0.87% | 18 |
|
|
2019
Q1 | $2.34M | Buy |
77,880
+2,624
| +3% | +$74.2K | 0.94% | 17 |
|
|
2018
Q4 | $1.93M | Buy |
75,256
+4,724
| +7% | +$128K | 0.98% | 25 |
|
|
2018
Q3 | $2.08M | Buy |
+70,532
| New | +$2.15M | 0.96% | 24 |
|
|
2018
Q2 | – | Sell |
-81,314
| Closed | -$2.38M | – | 211 |
|
|
2018
Q1 | $2.38M | Sell |
81,314
-7,973
| -9% | -$250K | 1.27% | 13 |
|
|
2017
Q4 | $2.77M | Sell |
89,287
-8,367
| -9% | -$231K | 1.39% | 14 |
|
|
2017
Q3 | $2.48M | Sell |
97,654
-996
| -1% | -$24.2K | 1.26% | 21 |
|
|
2017
Q2 | $2.39M | Buy |
98,650
+13,451
| +16% | +$314K | 1.12% | 19 |
|
|
2017
Q1 | $2.01M | Buy |
85,199
+25,693
| +43% | +$610K | 1.23% | 21 |
|
|
2016
Q4 | $1.31M | Sell |
59,506
-14,033
| -19% | -$270K | 0.96% | 37 |
|
|
2016
Q3 | $1.15M | Sell |
73,539
-2,796
| -4% | -$41.6K | 0.93% | 39 |
|
|
2016
Q2 | $1.01M | Sell |
76,335
-2,007
| -3% | -$28.2K | 0.83% | 42 |
|
|
2016
Q1 | $1.05M | Buy |
+78,342
| New | +$1.06M | 0.84% | 44 |
|
Other funds holding BAC
V Wealth Advisors's BAC Position: Q3 2023 in Review
V Wealth Advisors reduced its Bank of America (BAC) stake by 77% in Q3 2023, selling an estimated $1.18M and leaving 12,146 shares worth $333K. The position accounts for 0.27% of the portfolio, ranked #76.
V Wealth Advisors first reported a position in BAC in Q1 2016 and has held it in 30 quarters since. The position peaked at $2.77M in Q4 2017. 2,614 funds tracked by Wall St. Rank hold BAC as of Q3 2023.
- V Wealth Advisors held 12,146 shares of Bank of America worth $333K as of Q3 2023.
- V Wealth Advisors sold 40,052 Bank of America shares in Q3 2023, an estimated $1.18M.
- Bank of America made up 0.27% of V Wealth Advisors's portfolio in Q3 2023, its #76 holding.
- V Wealth Advisors first reported a position in Bank of America in Q1 2016 and has held it in 30 quarters since.
- V Wealth Advisors's Bank of America position peaked at $2.77M in Q4 2017.
- 2,614 funds tracked by Wall St. Rank held Bank of America as of Q3 2023.
Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.