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Bridge Advisory’s Bank of America BAC Stock Holding History

Bridge 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
2023
Q4 		– Sell
-8,473
Closed -$232K – 112
2023
Q3 		$232K Buy
8,473
+264
+3% +$7.81K 0.08% 133
2023
Q2 		$236K Buy
8,209
+142
+2% +$4.05K 0.09% 120
2023
Q1 		$231K Buy
8,067
+297
+4% +$9.8K 0.09% 112
2022
Q4 		$257K Buy
7,770
+29
+0.4% +$999 0.11% 109
2022
Q3 		$234K Buy
7,741
+634
+9% +$21.2K 0.11% 104
2022
Q2 		$223K Buy
7,107
+53
+0.8% +$1.91K 0.11% 108
2022
Q1 		$291K Sell
7,054
-461
-6% -$20.8K 0.13% 83
2021
Q4 		$334K Buy
7,515
+2,696
+56% +$123K 0.15% 81
2021
Q3 		$205K Sell
4,819
-320
-6% -$12.9K 0.1% 81
2021
Q2 		$212K Buy
+5,139
New +$211K 0.11% 81
2021
Q1 		– Sell
-7,305
Closed -$221K – 76
2020
Q4 		$221K Buy
+7,305
New +$196K 0.1% 74

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bridge Advisory's BAC Position: Q4 2023 in Review

Bridge Advisory sold out of Bank of America (BAC) in Q4 2023, closing a stake of 8,473 shares — an estimated $232K sold.

Bridge Advisory first reported a position in BAC in Q4 2020 and held it in 11 quarters. The position peaked at $334K in Q4 2021. 2,854 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

  • Bridge Advisory reported no remaining Bank of America position as of Q4 2023 after selling out during the quarter.
  • Bridge Advisory sold 8,473 Bank of America shares in Q4 2023, an estimated $232K.
  • Bridge Advisory first reported a position in Bank of America in Q4 2020 and held it in 11 quarters.
  • Bridge Advisory's Bank of America position peaked at $334K in Q4 2021.
  • 2,854 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.