CA
BAC icon

Cetera Advisors’s Bank of America BAC Stock Holding History

Cetera 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
2021
Q4 		– Sell
-8,000
Closed -$10K – 1438
2021
Q3 		$10K Buy
8,000
+2,800
+54% +$113K ﹤0.01% 1401
2021
Q2 		$2K Buy
+5,200
New +$213K ﹤0.01% 1319

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

Cetera Advisors's BAC Position: Q1 2024 in Review

Cetera Advisors increased its Bank of America (BAC) stake by 239% in Q1 2024, buying an estimated $13.6M and bringing the position to 562,242 shares worth $21.3M. The position accounts for 0.17% of the portfolio, ranked #121.

Cetera Advisors first reported a position in BAC in Q2 2013 and has held it in 44 quarters since. 2,918 funds tracked by Wall St. Rank hold BAC as of Q1 2024.

  • Cetera Advisors held 562,242 shares of Bank of America worth $21.3M as of Q1 2024.
  • Cetera Advisors bought 396,437 Bank of America shares in Q1 2024, an estimated $13.6M.
  • Bank of America made up 0.17% of Cetera Advisors's portfolio in Q1 2024, its #121 holding.
  • Cetera Advisors first reported a position in Bank of America in Q2 2013 and has held it in 44 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Bank of America as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.