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

Alterna 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 Q2	–	Sell	-6,863	Closed	-$260K	–	107
2024 Q1	$260K	Buy	+6,863	New	+$236K	0.21%	78
2019 Q1	–	Sell	-90,859	Closed	-$2.2M	–	128
2018 Q4	$2.2M	Buy	+90,859	New	+$2.47M	0.36%	48

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

Alterna Wealth Management's BAC Position: Q2 2024 in Review

Alterna Wealth Management sold out of Bank of America (BAC) in Q2 2024, closing a stake of 6,863 shares — an estimated $260K sold.

Alterna Wealth Management first reported a position in BAC in Q4 2018 and held it in 2 quarters. The position peaked at $2.2M in Q4 2018. 2,945 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

Alterna Wealth Management reported no remaining Bank of America position as of Q2 2024 after selling out during the quarter.
Alterna Wealth Management sold 6,863 Bank of America shares in Q2 2024, an estimated $260K.
Alterna Wealth Management first reported a position in Bank of America in Q4 2018 and held it in 2 quarters.
Alterna Wealth Management's Bank of America position peaked at $2.2M in Q4 2018.
2,945 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on Alterna Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.