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Cavalier Investments’s Bank of America BAC Stock Holding History

Cavalier Investments’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
Q4 		– Sell
-17,319
Closed -$687K – 77
2024
Q3 		$687K Buy
17,319
+1,035
+6% +$41.5K 0.21% 72
2024
Q2 		$648K Buy
16,284
+465
+3% +$17.8K 0.2% 69
2024
Q1 		$600K Buy
15,819
+849
+6% +$29.1K 0.22% 73
2023
Q4 		$504K Buy
14,970
+360
+2% +$10.5K 0.19% 84
2023
Q3 		$400K Buy
14,610
+524
+4% +$15.5K 0.16% 91
2023
Q2 		$404K Buy
14,086
+885
+7% +$25.3K 0.15% 94
2023
Q1 		$378K Buy
13,201
+740
+6% +$24.4K 0.15% 61
2022
Q4 		$413K Sell
12,461
-642
-5% -$22.1K 0.15% 94
2022
Q3 		$396K Sell
13,103
-1,118
-8% -$37.4K 0.14% 93
2022
Q2 		$443K Buy
14,221
+225
+2% +$8.1K 0.15% 93
2022
Q1 		$577K Buy
13,996
+1,027
+8% +$46.3K 0.15% 98
2021
Q4 		$577K Buy
+12,969
New +$591K 0.15% 93
2016
Q3 		– Sell
-15,199
Closed -$202K – 133
2016
Q2 		$202K Sell
15,199
-3,800
-20% -$53.4K 0.12% 113
2016
Q1 		$257K Buy
18,999
+1,684
+10% +$22.7K 0.15% 86
2015
Q4 		$291K Buy
+17,315
New +$293K 0.17% 87

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

Cavalier Investments's BAC Position: Q4 2024 in Review

Cavalier Investments sold out of Bank of America (BAC) in Q4 2024, closing a stake of 17,319 shares — an estimated $687K sold.

Cavalier Investments first reported a position in BAC in Q4 2015 and held it in 15 quarters. The position peaked at $687K in Q3 2024. 3,266 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Cavalier Investments reported no remaining Bank of America position as of Q4 2024 after selling out during the quarter.
  • Cavalier Investments sold 17,319 Bank of America shares in Q4 2024, an estimated $687K.
  • Cavalier Investments first reported a position in Bank of America in Q4 2015 and held it in 15 quarters.
  • Cavalier Investments's Bank of America position peaked at $687K in Q3 2024.
  • 3,266 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Cavalier Investments's 13F filing for Q4 2024, filed 4 Feb 2025.