Wetzel Investment Advisors’s Bank of America BAC Stock Holding History

Wetzel Investment 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	-4,726	Closed	-$208K	–	123
2024 Q4	$208K	Buy	+4,726	New	+$208K	0.1%	117
2024 Q3	–	Sell	-4,183	Closed	-$159K	–	192
2024 Q2	$159K	Sell	4,183 -1,480	-26%	-$56.7K	0.09%	137
2024 Q1	$203K	Sell	5,663 -125	-2%	-$4.29K	0.12%	113
2023 Q4	$195K	Buy	+5,788	New	+$169K	0.12%	110

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

Wetzel Investment Advisors's BAC Position: Q1 2025 in Review

Wetzel Investment Advisors sold out of Bank of America (BAC) in Q1 2025, closing a stake of 4,726 shares — an estimated $208K sold.

Wetzel Investment Advisors first reported a position in BAC in Q4 2023 and held it in 4 quarters. The position peaked at $208K in Q4 2024. 3,206 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

Wetzel Investment Advisors reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
Wetzel Investment Advisors sold 4,726 Bank of America shares in Q1 2025, an estimated $208K.
Wetzel Investment Advisors first reported a position in Bank of America in Q4 2023 and held it in 4 quarters.
Wetzel Investment Advisors's Bank of America position peaked at $208K in Q4 2024.
3,206 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Wetzel Investment Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.