Visionary Horizons’s Bank of America BAC Stock Holding History

Visionary Horizons’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	-7,632	Closed	-$335K	–	91
2024 Q4	$335K	Sell	7,632 -441	-5%	-$19.4K	0.22%	73
2024 Q3	$320K	Sell	8,073 -5,857	-42%	-$235K	0.21%	69
2024 Q2	$554K	Sell	13,930 -802	-5%	-$30.7K	0.41%	45
2024 Q1	$527K	Buy	14,732 +172	+1%	+$5.9K	0.41%	45
2023 Q4	$490K	Buy	+14,560	New	+$424K	0.4%	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

Visionary Horizons's BAC Position: Q1 2025 in Review

Visionary Horizons sold out of Bank of America (BAC) in Q1 2025, closing a stake of 7,632 shares — an estimated $335K sold.

Visionary Horizons first reported a position in BAC in Q4 2023 and held it in 5 quarters. The position peaked at $554K in Q2 2024. 3,207 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

Visionary Horizons reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
Visionary Horizons sold 7,632 Bank of America shares in Q1 2025, an estimated $335K.
Visionary Horizons first reported a position in Bank of America in Q4 2023 and held it in 5 quarters.
Visionary Horizons's Bank of America position peaked at $554K in Q2 2024.
3,207 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Visionary Horizons's 13F filing for Q1 2025, filed 15 Apr 2025.