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Brophy Wealth Management’s Bank of America BAC Stock Holding History

Brophy Wealth Management’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
Q3 		$434K Buy
+10,937
New +$438K 0.16% 140

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

Brophy Wealth Management's BAC Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Bank of America (BAC) in Q3 2024: 10,937 shares worth $434K. The stake represents 0.16% of the portfolio and ranks #140 among its holdings.

2,979 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

  • Brophy Wealth Management held 10,937 shares of Bank of America worth $434K as of Q3 2024.
  • Bank of America was a new Brophy Wealth Management position in Q3 2024.
  • Bank of America made up 0.16% of Brophy Wealth Management's portfolio in Q3 2024, its #140 holding.
  • 2,979 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.