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American Financial Advisors’s Bank of America BAC Stock Holding History

American Financial 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
Q2 		– Sell
-5,739
Closed -$218K – 146
2024
Q1 		$218K Sell
5,739
-4,075
-42% -$140K 0.03% 139
2023
Q4 		$330K Buy
+9,814
New +$286K 0.05% 101

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Financial Advisors's BAC Position: Q2 2024 in Review

American Financial Advisors sold out of Bank of America (BAC) in Q2 2024, closing a stake of 5,739 shares — an estimated $218K sold.

American Financial Advisors first reported a position in BAC in Q4 2023 and held it in 2 quarters. The position peaked at $330K in Q4 2023. 2,953 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

  • American Financial Advisors reported no remaining Bank of America position as of Q2 2024 after selling out during the quarter.
  • American Financial Advisors sold 5,739 Bank of America shares in Q2 2024, an estimated $218K.
  • American Financial Advisors first reported a position in Bank of America in Q4 2023 and held it in 2 quarters.
  • American Financial Advisors's Bank of America position peaked at $330K in Q4 2023.
  • 2,953 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on American Financial Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.