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Benjamin F. Edwards & Company’s Bank of America BAC Stock Holding History

Benjamin F. Edwards & Company’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
2014
Q1 		– Sell
-2,500
Closed -$39K – 893
2013
Q4 		$39K Buy
+2,500
New +$37.1K 0.01% 462

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

Benjamin F. Edwards & Company's BAC Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Bank of America (BAC) stake by 7% in Q2 2024, buying an estimated $245K and bringing the position to 97,751 shares worth $3.89M. The position accounts for 0.07% of the portfolio, ranked #268.

Benjamin F. Edwards & Company first reported a position in BAC in Q2 2013 and has held it in 45 quarters since. The position peaked at $4.68M in Q1 2022. 2,946 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

  • Benjamin F. Edwards & Company held 97,751 shares of Bank of America worth $3.89M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 6,385 Bank of America shares in Q2 2024, an estimated $245K.
  • Bank of America made up 0.07% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #268 holding.
  • Benjamin F. Edwards & Company first reported a position in Bank of America in Q2 2013 and has held it in 45 quarters since.
  • Benjamin F. Edwards & Company's Bank of America position peaked at $4.68M in Q1 2022.
  • 2,946 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.