Wealthstar Advisors’s Bank of America BAC Stock Holding History

Wealthstar 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	–	Sell	-17,630	Closed	-$775K	–	135
2024 Q4	$775K	Buy	+17,630	New	+$776K	0.34%	56
2024 Q2	–	Sell	-17,221	Closed	-$653K	–	37
2024 Q1	$653K	Buy	17,221 +200	+1%	+$6.87K	0.23%	57
2023 Q4	$573K	Sell	17,021 -100	-0.6%	-$2.91K	0.09%	60
2023 Q3	$469K	Sell	17,121 -800	-4%	-$23.7K	0.18%	62
2023 Q2	$514K	Buy	17,921 +109	+0.6%	+$3.11K	0.22%	42
2023 Q1	$509K	Buy	17,812 +91	+0.5%	+$3K	0.19%	44
2022 Q4	$587K	Hold	17,721	–	–	0.27%	41
2022 Q3	$536K	Hold	17,721	–	–	0.26%	42
2022 Q2	$552K	Sell	17,721 -300	-2%	-$10.8K	0.21%	52
2022 Q1	$743K	Buy	18,021 +352	+2%	+$15.9K	0.28%	49
2021 Q4	$785K	Buy	17,669 +33	+0.2%	+$1.5K	0.27%	39
2021 Q3	$749K	Hold	17,636	–	–	0.23%	43
2021 Q2	$727K	Buy	+17,636	New	+$723K	0.23%	46
2020 Q1	–	Sell	-7,457	Closed	-$263K	–	66
2019 Q4	$263K	Sell	7,457 -68	-0.9%	-$2.2K	0.16%	47
2019 Q3	$219K	Buy	7,525 +3	+0%	+$86	0.12%	59
2019 Q2	$218K	Buy	+7,522	New	+$217K	0.13%	55
2018 Q4	–	Sell	-7,427	Closed	-$218K	–	58
2018 Q3	$218K	Buy	7,427 +408	+6%	+$12.4K	0.13%	55
2018 Q2	$221K	Hold	7,019	–	–	0.07%	55
2018 Q1	$210K	Buy	+7,019	New	+$220K	0.06%	47

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

Wealthstar Advisors's BAC Position: Q1 2025 in Review

Wealthstar Advisors sold out of Bank of America (BAC) in Q1 2025, closing a stake of 17,630 shares — an estimated $775K sold.

Wealthstar Advisors first reported a position in BAC in Q1 2018 and held it in 19 quarters. The position peaked at $785K in Q4 2021. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

Wealthstar Advisors reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
Wealthstar Advisors sold 17,630 Bank of America shares in Q1 2025, an estimated $775K.
Wealthstar Advisors first reported a position in Bank of America in Q1 2018 and held it in 19 quarters.
Wealthstar Advisors's Bank of America position peaked at $785K in Q4 2021.
3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Wealthstar Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.