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Briggs Advisory Group’s Bank of America BAC Stock Holding History

Briggs Advisory Group’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
Q3 		$606K Buy
22,135
+1
+0% +$30 0.35% 36
2023
Q2 		$635K Buy
22,134
+2
+0% +$57 0.35% 35
2023
Q1 		$633K Buy
22,132
+1
+0% +$33 0.38% 35
2022
Q4 		$733K Buy
22,131
+1,404
+7% +$48.4K 0.47% 33
2022
Q3 		$626K Buy
20,727
+2
+0% +$67 0.47% 31
2022
Q2 		$645K Buy
20,725
+1
+0% +$36 0.47% 31
2022
Q1 		$854K Buy
20,724
+1
+0% +$45 0.57% 23
2021
Q4 		$922K Buy
+20,723
New +$944K 0.63% 23

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Briggs Advisory Group's BAC Position: Q3 2023 in Review

Briggs Advisory Group increased its Bank of America (BAC) stake by 0% in Q3 2023, buying an estimated $30 and bringing the position to 22,135 shares worth $606K. The position accounts for 0.35% of the portfolio, ranked #36.

Briggs Advisory Group first reported a position in BAC in Q4 2021 and has held it in 8 quarters since. The position peaked at $922K in Q4 2021. 2,614 funds tracked by Wall St. Rank hold BAC as of Q3 2023.

  • Briggs Advisory Group held 22,135 shares of Bank of America worth $606K as of Q3 2023.
  • Briggs Advisory Group bought 1 Bank of America share in Q3 2023, an estimated $30.
  • Bank of America made up 0.35% of Briggs Advisory Group's portfolio in Q3 2023, its #36 holding.
  • Briggs Advisory Group first reported a position in Bank of America in Q4 2021 and has held it in 8 quarters since.
  • Briggs Advisory Group's Bank of America position peaked at $922K in Q4 2021.
  • 2,614 funds tracked by Wall St. Rank held Bank of America as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.