Vertex Planning Partners’s Bank of America BAC Stock Holding History

Vertex Planning 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
2023 Q1	–	Sell	-7,956	Closed	-$264K	–	124
2022 Q4	$264K	Buy	+7,956	New	+$274K	0.1%	121

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Vertex Planning Partners's BAC Position: Q1 2023 in Review

Vertex Planning Partners sold out of Bank of America (BAC) in Q1 2023, closing a stake of 7,956 shares — an estimated $264K sold.

Vertex Planning Partners first reported a position in BAC in Q4 2022 and held it in 1 quarter. The position peaked at $264K in Q4 2022. 2,656 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

Vertex Planning Partners reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
Vertex Planning Partners sold 7,956 Bank of America shares in Q1 2023, an estimated $264K.
Vertex Planning Partners first reported a position in Bank of America in Q4 2022 and held it in 1 quarter.
Vertex Planning Partners's Bank of America position peaked at $264K in Q4 2022.
2,656 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on Vertex Planning Partners's 13F filing for Q1 2023, filed 16 May 2023.