Able Wealth Management’s Bank of America BAC Stock Holding History

Able 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 Q1	–	Sell	-1,365	Closed	-$46K	–	135
2023 Q4	$46K	Buy	+1,365	New	+$39.7K	0.04%	142

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Able Wealth Management's BAC Position: Q1 2024 in Review

Able Wealth Management sold out of Bank of America (BAC) in Q1 2024, closing a stake of 1,365 shares — an estimated $46K sold.

Able Wealth Management first reported a position in BAC in Q4 2023 and held it in 1 quarter. The position peaked at $46K in Q4 2023. 2,919 funds tracked by Wall St. Rank hold BAC as of Q1 2024.

Able Wealth Management reported no remaining Bank of America position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 1,365 Bank of America shares in Q1 2024, an estimated $46K.
Able Wealth Management first reported a position in Bank of America in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Bank of America position peaked at $46K in Q4 2023.
2,919 funds tracked by Wall St. Rank held Bank of America as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.