Atlas Wealth’s Bank of America BAC Stock Holding History

Atlas Wealth’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	-6,108	Closed	-$232K	–	243
2024 Q1	$232K	Buy	+6,108	New	+$210K	0.11%	73
2023 Q1	–	Sell	-6,241	Closed	-$207K	–	234
2022 Q4	$207K	Buy	+6,241	New	+$215K	0.06%	116

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

Atlas Wealth's BAC Position: Q2 2024 in Review

Atlas Wealth sold out of Bank of America (BAC) in Q2 2024, closing a stake of 6,108 shares — an estimated $232K sold.

Atlas Wealth first reported a position in BAC in Q4 2022 and held it in 2 quarters. The position peaked at $232K in Q1 2024. 2,945 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

Atlas Wealth reported no remaining Bank of America position as of Q2 2024 after selling out during the quarter.
Atlas Wealth sold 6,108 Bank of America shares in Q2 2024, an estimated $232K.
Atlas Wealth first reported a position in Bank of America in Q4 2022 and held it in 2 quarters.
Atlas Wealth's Bank of America position peaked at $232K in Q1 2024.
2,945 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on Atlas Wealth's 13F filing for Q2 2024, filed 31 Jul 2024.