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

Clear Rock 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
Q2 		$3.38M Buy
85,025
+3,027
+4% +$116K 1.44% 21
2024
Q1 		$3.11M Buy
81,998
+1,425
+2% +$48.9K 1.35% 24
2023
Q4 		$2.66M Buy
+80,573
New +$2.35M 1.2% 26

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

Clear Rock Advisors's BAC Position: Q2 2024 in Review

Clear Rock Advisors increased its Bank of America (BAC) stake by 3.7% in Q2 2024, buying an estimated $116K and bringing the position to 85,025 shares worth $3.38M. The position accounts for 1.44% of the portfolio, ranked #21.

Clear Rock Advisors first reported a position in BAC in Q4 2023 and has held it in 3 quarters since. 2,945 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

  • Clear Rock Advisors held 85,025 shares of Bank of America worth $3.38M as of Q2 2024.
  • Clear Rock Advisors bought 3,027 Bank of America shares in Q2 2024, an estimated $116K.
  • Bank of America made up 1.44% of Clear Rock Advisors's portfolio in Q2 2024, its #21 holding.
  • Clear Rock Advisors first reported a position in Bank of America in Q4 2023 and has held it in 3 quarters since.
  • 2,945 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.