Briaud Financial Planning’s Bank of America BAC Stock Holding History

Briaud Financial Planning’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	-173	Closed	-$4K	–	26
2023 Q3	$4K	Buy	+173	New	+$5.12K	﹤0.01%	117

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

Briaud Financial Planning's BAC Position: Q4 2023 in Review

Briaud Financial Planning sold out of Bank of America (BAC) in Q4 2023, closing a stake of 173 shares — an estimated $4K sold.

Briaud Financial Planning first reported a position in BAC in Q3 2023 and held it in 1 quarter. The position peaked at $4K in Q3 2023. 2,855 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

Briaud Financial Planning reported no remaining Bank of America position as of Q4 2023 after selling out during the quarter.
Briaud Financial Planning sold 173 Bank of America shares in Q4 2023, an estimated $4K.
Briaud Financial Planning first reported a position in Bank of America in Q3 2023 and held it in 1 quarter.
Briaud Financial Planning's Bank of America position peaked at $4K in Q3 2023.
2,855 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.