Atlantic Private Wealth »

Bank of America Corporation shares owned by Atlantic Private Wealth

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Atlantic Private Wealth from 13F filings

Historical chart of Atlantic Private Wealth investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Atlantic Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bank of America Corporation by Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $397 10 39.70
2024-06-30 $398 10 39.80
2024-03-31 $379 10 37.90
2023-12-31 $337 10 33.70
2023-09-30 $274 10 27.40
2023-06-30 $22k 750 28.69

More positions owned by Atlantic Private Wealth

Spdr S&p500 Etf Etf (SPY)
Vanguard Idx Fund Etf (VTI)
Vanguard Total Etf (VXUS)
iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTF)
Vanguard Extended Etf (VXF)
Vanguard World Etf (ESGV)
Select Sector SPDR Etf (XLE)
iShares TR Esg Awr Etf (EAGG)
iShares iBonds Dec 2024 Term Treasury ETF Etf (IBTE)
iShares TR Esg SCRND Etf (XVV)
iShares Trust Esg Etf (DMXF)
iShares iBonds Dec 2032 Term Treasury ETF Etf (IBTM)
iShares iBonds Dec 2030 Term Treasury ETF Etf (IBTK)
iShares iBonds Dec 2029 Term Treasury ETF Etf (IBTJ)
iShares S&P 500 Etf (IVV)

View all positions for Atlantic Private Wealth

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
Morgan Stanley
Franklin Resources
Capital World Investors
Northern Trust
Bank of New York Mellon
Dodge & Cox
Royal Bank of Canada

View all funds holding Bank of America Corporation