Cook Wealth’s Bank of America BAC Stock Holding History

Cook Wealth’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	–	Sell	-6,264	Closed	-$231K	–	57
2024 Q1	$231K	Buy	+6,264	New	+$215K	0.14%	49

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cook Wealth's BAC Position: Q2 2024 in Review

Cook Wealth sold out of Bank of America (BAC) in Q2 2024, closing a stake of 6,264 shares — an estimated $231K sold.

Cook Wealth first reported a position in BAC in Q1 2024 and held it in 1 quarter. The position peaked at $231K in Q1 2024. 2,952 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

Cook Wealth reported no remaining Bank of America position as of Q2 2024 after selling out during the quarter.
Cook Wealth sold 6,264 Bank of America shares in Q2 2024, an estimated $231K.
Cook Wealth first reported a position in Bank of America in Q1 2024 and held it in 1 quarter.
Cook Wealth's Bank of America position peaked at $231K in Q1 2024.
2,952 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on Cook Wealth's 13F filing for Q2 2024, filed 31 Jul 2024.