AM Squared’s Bank of America BAC Stock Holding History

AM Squared’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
2023 Q4	–	Sell	-500	Closed	-$13.7K	–	29
2023 Q3	$13.7K	Hold	500	–	–	0.02%	75
2023 Q2	$14.3K	Buy	+500	New	+$14.3K	0.02%	110

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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AM Squared's BAC Position: Q4 2023 in Review

AM Squared sold out of Bank of America (BAC) in Q4 2023, closing a stake of 500 shares — an estimated $13.7K sold.

AM Squared first reported a position in BAC in Q2 2023 and held it in 2 quarters. The position peaked at $14.3K in Q2 2023. 2,855 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

AM Squared reported no remaining Bank of America position as of Q4 2023 after selling out during the quarter.
AM Squared sold 500 Bank of America shares in Q4 2023, an estimated $13.7K.
AM Squared first reported a position in Bank of America in Q2 2023 and held it in 2 quarters.
AM Squared's Bank of America position peaked at $14.3K in Q2 2023.
2,855 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on AM Squared's 13F filing for Q4 2023, filed 31 Jan 2024.