9WM
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9258 Wealth Management’s Bank of America BAC Stock Holding History

9258 Wealth Management’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
2024
Q3 		$2.61M Buy
65,825
+318
+0.5% +$12.7K 0.39% 48
2024
Q2 		$2.61M Sell
65,507
-4,378
-6% -$168K 0.4% 50
2024
Q1 		$2.65M Buy
69,885
+238
+0.3% +$8.17K 0.41% 51
2023
Q4 		$2.35M Sell
69,647
-2,009
-3% -$58.5K 0.41% 52
2023
Q3 		$1.96M Sell
71,656
-704
-1% -$20.8K 0.38% 59
2023
Q2 		$2.08M Sell
72,360
-906
-1% -$25.9K 0.39% 55
2023
Q1 		$2.1M Sell
73,266
-93
-0.1% -$3.07K 0.42% 53
2022
Q4 		$2.43M Buy
73,359
+6,551
+10% +$226K 0.53% 41
2022
Q3 		$2.02M Buy
66,808
+1,333
+2% +$44.6K 0.52% 43
2022
Q2 		$2.04M Sell
65,475
-2,148
-3% -$77.3K 0.52% 47
2022
Q1 		$2.79M Buy
67,623
+3,304
+5% +$149K 0.65% 29
2021
Q4 		$2.86M Buy
64,319
+4,663
+8% +$212K 0.66% 27
2021
Q3 		$2.53M Sell
59,656
-1,926
-3% -$77.6K 0.68% 27
2021
Q2 		$2.54M Buy
61,582
+1,957
+3% +$80.2K 0.68% 27
2021
Q1 		$2.31M Sell
59,625
-90
-0.2% -$3.11K 0.69% 25
2020
Q4 		$1.81M Buy
59,715
+864
+1% +$23.2K 0.59% 30
2020
Q3 		$1.4M Buy
58,851
+1,444
+3% +$36K 0.53% 33
2020
Q2 		$1.36M Sell
57,407
-1,533
-3% -$36.2K 0.55% 35
2020
Q1 		$1.38M Buy
58,940
+3,095
+6% +$92.8K 0.61% 32
2019
Q4 		$1.97M Buy
55,845
+701
+1% +$22.7K 0.72% 29
2019
Q3 		$1.61M Buy
55,144
+172
+0.3% +$4.95K 1.25% 15
2019
Q2 		$1.59M Buy
54,972
+6,664
+14% +$192K 1.28% 13
2019
Q1 		$1.33M Sell
48,308
-8,058
-14% -$228K 1.13% 18
2018
Q4 		$1.39M Buy
+56,366
New +$1.53M 1.34% 12

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

9258 Wealth Management's BAC Position: Q3 2024 in Review

9258 Wealth Management increased its Bank of America (BAC) stake by 0.49% in Q3 2024, buying an estimated $12.7K and bringing the position to 65,825 shares worth $2.61M. The position accounts for 0.39% of the portfolio, ranked #48.

9258 Wealth Management first reported a position in BAC in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.86M in Q4 2021. 2,979 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

  • 9258 Wealth Management held 65,825 shares of Bank of America worth $2.61M as of Q3 2024.
  • 9258 Wealth Management bought 318 Bank of America shares in Q3 2024, an estimated $12.7K.
  • Bank of America made up 0.39% of 9258 Wealth Management's portfolio in Q3 2024, its #48 holding.
  • 9258 Wealth Management first reported a position in Bank of America in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's Bank of America position peaked at $2.86M in Q4 2021.
  • 2,979 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.