AJOVista’s Bank of America BAC Stock Holding History

AJOVista’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	–	Sell	-7,522	Closed	-$299K	–	125
2024 Q2	$299K	Hold	7,522	–	–	0.86%	19
2024 Q1	$285K	Hold	7,522	–	–	0.77%	22
2023 Q4	$253K	Buy	+7,522	New	+$219K	0.32%	40

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

AJOVista's BAC Position: Q3 2024 in Review

AJOVista sold out of Bank of America (BAC) in Q3 2024, closing a stake of 7,522 shares — an estimated $299K sold.

AJOVista first reported a position in BAC in Q4 2023 and held it in 3 quarters. The position peaked at $299K in Q2 2024. 2,979 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

AJOVista reported no remaining Bank of America position as of Q3 2024 after selling out during the quarter.
AJOVista sold 7,522 Bank of America shares in Q3 2024, an estimated $299K.
AJOVista first reported a position in Bank of America in Q4 2023 and held it in 3 quarters.
AJOVista's Bank of America position peaked at $299K in Q2 2024.
2,979 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.