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Clear Point Advisors’s Bank of America BAC Stock Holding History

Clear Point 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
Q4 		– Sell
-1,235
Closed -$49K – 140
2024
Q3 		$49K Hold
1,235
– – 0.04% 198
2024
Q2 		$49.1K Buy
1,235
+1
+0.1% +$38 0.04% 197
2024
Q1 		$46.8K Buy
1,234
+1
+0.1% +$34 0.04% 207
2023
Q4 		$41.5K Buy
+1,233
New +$35.9K 0.04% 200

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

Clear Point Advisors's BAC Position: Q4 2024 in Review

Clear Point Advisors sold out of Bank of America (BAC) in Q4 2024, closing a stake of 1,235 shares — an estimated $49K sold.

Clear Point Advisors first reported a position in BAC in Q4 2023 and held it in 4 quarters. The position peaked at $49.1K in Q2 2024. 3,266 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Clear Point Advisors reported no remaining Bank of America position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1,235 Bank of America shares in Q4 2024, an estimated $49K.
  • Clear Point Advisors first reported a position in Bank of America in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Bank of America position peaked at $49.1K in Q2 2024.
  • 3,266 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.