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Bank of America Corporation shares owned by Vista Private Wealth Partners

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

Historical chart of Vista Private Wealth Partners investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bank of America Corporation by Vista Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $23k 524 43.93
2024-09-30 $13k 314 39.65
2024-06-30 $99k 2.5k 39.77
2019-09-30 $72k 2.5k 28.92
2017-09-30 $242k 9.0k 26.78

More positions owned by Vista Private Wealth Partners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for Vista Private Wealth Partners

Top funds holding Bank of America Corporation

Vanguard Group
Berkshire Hathaway
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Capital World Investors
Wellington Management Company
Goldman Sachs Group
Northern Trust
Ameriprise Financial
Invesco
Bank of New York Mellon
Fisher Investments

View all funds holding Bank of America Corporation