Bromfield Sneider Wealth Advisors’s Bank of America BAC Stock Holding History

Bromfield Sneider Wealth Advisors’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	$23.7K	Hold	626	–	–	0.01%	92
2023 Q4	$21.1K	Hold	626	–	–	0.01%	91
2023 Q3	$17.1K	Hold	626	–	–	0.01%	90
2023 Q2	$18K	Hold	626	–	–	0.01%	89
2023 Q1	$17.9K	Hold	626	–	–	0.02%	89
2022 Q4	$20.7K	Hold	626	–	–	0.02%	85
2022 Q3	$19K	Hold	626	–	–	0.02%	81
2022 Q2	$19K	Hold	626	–	–	0.02%	82
2022 Q1	$26K	Buy	+626	New	+$28.2K	0.03%	88

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's BAC Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its Bank of America (BAC) position steady in Q1 2024 at 626 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #92.

Bromfield Sneider Wealth Advisors first reported a position in BAC in Q1 2022 and has held it in 9 quarters since. The position peaked at $26K in Q1 2022. 2,924 funds tracked by Wall St. Rank hold BAC as of Q1 2024.

Bromfield Sneider Wealth Advisors held 626 shares of Bank of America worth $23.7K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its Bank of America share count unchanged in Q1 2024.
Bank of America made up 0.01% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #92 holding.
Bromfield Sneider Wealth Advisors first reported a position in Bank of America in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's Bank of America position peaked at $26K in Q1 2022.
2,924 funds tracked by Wall St. Rank held Bank of America as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.