Alera Investment Advisors’s Bank of America BAC Stock Holding History

Alera Investment Advisors’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	$740K	Sell	18,648 -872	-4%	-$34.9K	0.09%	95
2024 Q2	$776K	Sell	19,520 -897	-4%	-$34.4K	0.09%	91
2024 Q1	$774K	Buy	+20,417	New	+$701K	0.1%	87
2022 Q4	–	Sell	-7,213	Closed	-$218K	–	178
2022 Q3	$218K	Buy	7,213 +495	+7%	+$16.5K	0.06%	158
2022 Q2	$209K	Buy	6,718 +430	+7%	+$15.5K	0.06%	171
2022 Q1	$259K	Buy	+6,288	New	+$284K	0.06%	159
2019 Q2	–	Sell	-4,313	Closed	-$119K	–	162
2019 Q1	$119K	Buy	4,313 +2,537	+143%	+$71.7K	0.06%	96
2018 Q4	$44K	Buy	+1,776	New	+$48.2K	0.03%	186

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

Alera Investment Advisors's BAC Position: Q3 2024 in Review

Alera Investment Advisors reduced its Bank of America (BAC) stake by 4.5% in Q3 2024, selling an estimated $34.9K and leaving 18,648 shares worth $740K. The position accounts for 0.09% of the portfolio, ranked #95.

Alera Investment Advisors first reported a position in BAC in Q4 2018 and has held it in 8 quarters since. The position peaked at $776K in Q2 2024. 2,980 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

Alera Investment Advisors held 18,648 shares of Bank of America worth $740K as of Q3 2024.
Alera Investment Advisors sold 872 Bank of America shares in Q3 2024, an estimated $34.9K.
Bank of America made up 0.09% of Alera Investment Advisors's portfolio in Q3 2024, its #95 holding.
Alera Investment Advisors first reported a position in Bank of America in Q4 2018 and has held it in 8 quarters since.
Alera Investment Advisors's Bank of America position peaked at $776K in Q2 2024.
2,980 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.