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Axiom Advisory’s Bank of America BAC Stock Holding History

Axiom 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
2024
Q3 		$224K Sell
5,570
-4,499
-45% -$180K ﹤0.01% 279
2024
Q2 		$381K Buy
+10,069
New +$386K ﹤0.01% 232

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Axiom Advisory's BAC Position: Q3 2024 in Review

Axiom Advisory reduced its Bank of America (BAC) stake by 45% in Q3 2024, selling an estimated $180K and leaving 5,570 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Axiom Advisory first reported a position in BAC in Q2 2024 and has held it in 2 quarters since. The position peaked at $381K in Q2 2024. 2,979 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

  • Axiom Advisory held 5,570 shares of Bank of America worth $224K as of Q3 2024.
  • Axiom Advisory sold 4,499 Bank of America shares in Q3 2024, an estimated $180K.
  • Bank of America made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #279 holding.
  • Axiom Advisory first reported a position in Bank of America in Q2 2024 and has held it in 2 quarters since.
  • Axiom Advisory's Bank of America position peaked at $381K in Q2 2024.
  • 2,979 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.