Benedetti & Gucer’s Bank of America BAC Stock Holding History

Benedetti & Gucer’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 Q1	$766K	Sell	20,191 -6,384	-24%	-$219K	0.38%	48
2023 Q4	$895K	Sell	26,575 -17,390	-40%	-$506K	0.47%	43
2023 Q3	$1.2M	Buy	43,965 +1,155	+3%	+$34.2K	0.66%	31
2023 Q2	$1.23M	Buy	42,810 +22,905	+115%	+$654K	0.63%	35
2023 Q1	$569K	Buy	19,905 +8,885	+81%	+$293K	0.33%	57
2022 Q4	$365K	Buy	11,020 +1,998	+22%	+$68.8K	0.27%	64
2022 Q3	$272K	Sell	9,022 -125	-1%	-$4.18K	0.21%	69
2022 Q2	$285K	Sell	9,147 -1,830	-17%	-$65.9K	0.19%	67
2022 Q1	$452K	Hold	10,977	–	–	0.3%	50
2021 Q4	$488K	Buy	10,977 +262	+2%	+$11.9K	0.33%	41
2021 Q3	$454K	Buy	10,715 +98	+0.9%	+$3.95K	0.35%	41
2021 Q2	$437K	Sell	10,617 -1,340	-11%	-$54.9K	0.39%	41
2021 Q1	$462K	Buy	+11,957	New	+$413K	0.42%	37

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

Benedetti & Gucer's BAC Position: Q1 2024 in Review

Benedetti & Gucer reduced its Bank of America (BAC) stake by 24% in Q1 2024, selling an estimated $219K and leaving 20,191 shares worth $766K. The position accounts for 0.38% of the portfolio, ranked #48.

Benedetti & Gucer first reported a position in BAC in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.23M in Q2 2023. 2,918 funds tracked by Wall St. Rank hold BAC as of Q1 2024.

Benedetti & Gucer held 20,191 shares of Bank of America worth $766K as of Q1 2024.
Benedetti & Gucer sold 6,384 Bank of America shares in Q1 2024, an estimated $219K.
Bank of America made up 0.38% of Benedetti & Gucer's portfolio in Q1 2024, its #48 holding.
Benedetti & Gucer first reported a position in Bank of America in Q1 2021 and has held it in 13 quarters since.
Benedetti & Gucer's Bank of America position peaked at $1.23M in Q2 2023.
2,918 funds tracked by Wall St. Rank held Bank of America as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.