Clarity Financial’s Bank of America BAC Stock Holding History

Clarity Financial’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	-14,397	Closed	-$571K	–	125
2024 Q3	$571K	Buy	14,397 +6,495	+82%	+$260K	0.07%	83
2024 Q2	$314K	Buy	7,902 +1,239	+19%	+$47.5K	0.05%	93
2024 Q1	$253K	Buy	6,663 +190	+3%	+$6.52K	0.04%	106
2023 Q4	$218K	Buy	+6,473	New	+$188K	0.04%	102
2023 Q3	–	Sell	-7,080	Closed	-$203K	–	117
2023 Q2	$203K	Buy	+7,080	New	+$202K	0.03%	115
2021 Q2	–	Sell	-13,896	Closed	-$538K	–	112
2021 Q1	$538K	Buy	+13,896	New	+$480K	0.11%	76

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Clarity Financial's BAC Position: Q4 2024 in Review

Clarity Financial sold out of Bank of America (BAC) in Q4 2024, closing a stake of 14,397 shares — an estimated $571K sold.

Clarity Financial first reported a position in BAC in Q1 2021 and held it in 6 quarters. The position peaked at $571K in Q3 2024. 3,266 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

Clarity Financial reported no remaining Bank of America position as of Q4 2024 after selling out during the quarter.
Clarity Financial sold 14,397 Bank of America shares in Q4 2024, an estimated $571K.
Clarity Financial first reported a position in Bank of America in Q1 2021 and held it in 6 quarters.
Clarity Financial's Bank of America position peaked at $571K in Q3 2024.
3,266 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Clarity Financial's 13F filing for Q4 2024, filed 23 Jan 2025.