BFA
BAC icon

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

BBJS 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
Q3 		$30.1K Buy
760
+5
+0.7% +$200 0.01% 88
2024
Q2 		$30K Buy
+755
New +$28.9K 0.01% 87

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

BBJS Financial Advisors's BAC Position: Q3 2024 in Review

BBJS Financial Advisors increased its Bank of America (BAC) stake by 0.66% in Q3 2024, buying an estimated $200 and bringing the position to 760 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #88.

BBJS Financial Advisors first reported a position in BAC in Q2 2024 and has held it in 2 quarters since. 2,980 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

  • BBJS Financial Advisors held 760 shares of Bank of America worth $30.1K as of Q3 2024.
  • BBJS Financial Advisors bought 5 Bank of America shares in Q3 2024, an estimated $200.
  • Bank of America made up 0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #88 holding.
  • BBJS Financial Advisors first reported a position in Bank of America in Q2 2024 and has held it in 2 quarters since.
  • 2,980 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.