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Whitaker-Myers Wealth Managers’s Bank of America BAC Stock Holding History

Whitaker-Myers Wealth Managers’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
-8,861
Closed -$389K – 117
2024
Q4 		$389K Buy
+8,861
New +$390K 0.11% 72

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whitaker-Myers Wealth Managers's BAC Position: Q1 2025 in Review

Whitaker-Myers Wealth Managers sold out of Bank of America (BAC) in Q1 2025, closing a stake of 8,861 shares — an estimated $389K sold.

Whitaker-Myers Wealth Managers first reported a position in BAC in Q4 2024 and held it in 1 quarter. The position peaked at $389K in Q4 2024. 3,207 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 8,861 Bank of America shares in Q1 2025, an estimated $389K.
  • Whitaker-Myers Wealth Managers first reported a position in Bank of America in Q4 2024 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Bank of America position peaked at $389K in Q4 2024.
  • 3,207 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2025, filed 14 Apr 2025.