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Criterion Capital Advisors’s Bank of America BAC Stock Holding History

Criterion Capital 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 		$38.1K Hold
958
– – 0.02% 155
2024
Q3 		$38.1K Hold
958
– – 0.02% 155
2024
Q2 		$38.1K Hold
958
– – 0.02% 155
2024
Q1 		$36.3K Hold
958
– – 0.02% 164
2023
Q4 		$32.3K Buy
+958
New +$27.9K 0.02% 178

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

Criterion Capital Advisors's BAC Position: Q4 2024 in Review

Criterion Capital Advisors held its Bank of America (BAC) position steady in Q4 2024 at 958 shares worth $38.1K. The position accounts for 0.02% of the portfolio, ranked #155.

Criterion Capital Advisors first reported a position in BAC in Q4 2023 and has held it in 5 quarters since. 3,266 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Criterion Capital Advisors held 958 shares of Bank of America worth $38.1K as of Q4 2024.
  • Criterion Capital Advisors left its Bank of America share count unchanged in Q4 2024.
  • Bank of America made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #155 holding.
  • Criterion Capital Advisors first reported a position in Bank of America in Q4 2023 and has held it in 5 quarters since.
  • 3,266 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.