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Coombe, Bender & Co’s Bank of America BAC Stock Holding History

Coombe, Bender & Co’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 		$2.4M Buy
60,420
+1,476
+3% +$56.6K 1.42% 24
2024
Q1 		$2.24M Buy
58,944
+13,166
+29% +$452K 1.36% 24
2023
Q4 		$1.54M Sell
45,778
-14,507
-24% -$422K 0.96% 29
2023
Q3 		$1.65M Buy
60,285
+1,211
+2% +$35.8K 1.24% 27
2023
Q2 		$1.69M Buy
59,074
+6,570
+13% +$187K 1.24% 27
2023
Q1 		$1.5M Buy
52,504
+5,827
+12% +$192K 1.18% 30
2022
Q4 		$1.55M Sell
46,677
-7,453
-14% -$257K 1.41% 22
2022
Q3 		$1.64M Buy
54,130
+626
+1% +$20.9K 1.45% 23
2022
Q2 		$1.67M Buy
+53,504
New +$1.93M 1.41% 24

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BlackRock
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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 $1.47T 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