WealthSpring Partners’s Bank of America BAC Stock Holding History

WealthSpring 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	-17,428	Closed	-$577K	–	74
2022 Q4	$577K	Sell	17,428 -4,000	-19%	-$138K	0.45%	37
2022 Q3	$647K	Buy	+21,428	New	+$716K	0.57%	31

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WealthSpring Partners's BAC Position: Q1 2023 in Review

WealthSpring Partners sold out of Bank of America (BAC) in Q1 2023, closing a stake of 17,428 shares — an estimated $577K sold.

WealthSpring Partners first reported a position in BAC in Q3 2022 and held it in 2 quarters. The position peaked at $647K in Q3 2022. 2,658 funds tracked by Wall St. Rank hold BAC as of Q1 2023.

WealthSpring Partners reported no remaining Bank of America position as of Q1 2023 after selling out during the quarter.
WealthSpring Partners sold 17,428 Bank of America shares in Q1 2023, an estimated $577K.
WealthSpring Partners first reported a position in Bank of America in Q3 2022 and held it in 2 quarters.
WealthSpring Partners's Bank of America position peaked at $647K in Q3 2022.
2,658 funds tracked by Wall St. Rank held Bank of America as of Q1 2023.

Based on WealthSpring Partners's 13F filing for Q1 2023, filed 4 May 2023.