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AFS Financial Group’s Bank of America BAC Stock Holding History

AFS Financial Group’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
-33,105
Closed -$1.11M – 23
2023
Q4 		$1.11M Sell
33,105
-49,117
-60% -$1.43M 1.05% 15
2023
Q3 		$2.25M Sell
82,222
-2,190
-3% -$64.8K 1.54% 10
2023
Q2 		$2.42M Sell
84,412
-192
-0.2% -$5.48K 1.57% 10
2023
Q1 		$2.42M Buy
84,604
+34
+0% +$1.12K 1.61% 10
2022
Q4 		$2.8M Buy
+84,570
New +$2.91M 1.99% 9

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

AFS Financial Group's BAC Position: Q1 2024 in Review

AFS Financial Group sold out of Bank of America (BAC) in Q1 2024, closing a stake of 33,105 shares — an estimated $1.11M sold.

AFS Financial Group first reported a position in BAC in Q4 2022 and held it in 5 quarters. The position peaked at $2.8M in Q4 2022. 2,918 funds tracked by Wall St. Rank hold BAC as of Q1 2024.

  • AFS Financial Group reported no remaining Bank of America position as of Q1 2024 after selling out during the quarter.
  • AFS Financial Group sold 33,105 Bank of America shares in Q1 2024, an estimated $1.11M.
  • AFS Financial Group first reported a position in Bank of America in Q4 2022 and held it in 5 quarters.
  • AFS Financial Group's Bank of America position peaked at $2.8M in Q4 2022.
  • 2,918 funds tracked by Wall St. Rank held Bank of America as of Q1 2024.

Based on AFS Financial Group's 13F filing for Q1 2024, filed 3 May 2024.