Acute Investment Advisory’s Bank of America BAC Stock Holding History

Acute Investment Advisory’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 Q4	–	Sell	-7,104	Closed	-$282K	–	18
2024 Q3	$282K	Hold	7,104	–	–	0.16%	15
2024 Q2	$283K	Hold	7,104	–	–	0.16%	14
2024 Q1	$269K	Sell	7,104 -1,071	-13%	-$36.8K	0.18%	9
2023 Q4	$275K	Buy	8,175 +762	+10%	+$22.2K	0.16%	13
2023 Q3	$203K	Buy	+7,413	New	+$219K	0.12%	13
2023 Q1	–	Sell	-7,498	Closed	-$248K	–	14
2022 Q4	$248K	Buy	+7,498	New	+$258K	0.17%	18

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

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

Norges Bank Oslo, Norway $935B AUM

Acute Investment Advisory's BAC Position: Q4 2024 in Review

Acute Investment Advisory sold out of Bank of America (BAC) in Q4 2024, closing a stake of 7,104 shares — an estimated $282K sold.

Acute Investment Advisory first reported a position in BAC in Q4 2022 and held it in 6 quarters. The position peaked at $283K in Q2 2024. 3,267 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

Acute Investment Advisory reported no remaining Bank of America position as of Q4 2024 after selling out during the quarter.
Acute Investment Advisory sold 7,104 Bank of America shares in Q4 2024, an estimated $282K.
Acute Investment Advisory first reported a position in Bank of America in Q4 2022 and held it in 6 quarters.
Acute Investment Advisory's Bank of America position peaked at $283K in Q2 2024.
3,267 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Acute Investment Advisory's 13F filing for Q4 2024, filed 24 Jan 2025.