Authentikos Wealth Advisory’s Bank of America BAC Stock Holding History

Authentikos Wealth Advisory’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	-137	Closed	-$3.75K	–	105
2023 Q3	$3.75K	Buy	+137	New	+$4.05K	﹤0.01%	343

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

Authentikos Wealth Advisory's BAC Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Bank of America (BAC) in Q4 2023, closing a stake of 137 shares — an estimated $3.75K sold.

Authentikos Wealth Advisory first reported a position in BAC in Q3 2023 and held it in 1 quarter. The position peaked at $3.75K in Q3 2023. 2,854 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

Authentikos Wealth Advisory reported no remaining Bank of America position as of Q4 2023 after selling out during the quarter.
Authentikos Wealth Advisory sold 137 Bank of America shares in Q4 2023, an estimated $3.75K.
Authentikos Wealth Advisory first reported a position in Bank of America in Q3 2023 and held it in 1 quarter.
Authentikos Wealth Advisory's Bank of America position peaked at $3.75K in Q3 2023.
2,854 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.