Custom Portfolio Group’s Bank of America BAC Stock Holding History

Custom Portfolio Group’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	$19.9K	Hold	500	–	–	0.02%	142
2024 Q1	$19K	Hold	500	–	–	0.02%	143
2023 Q4	$16.8K	Buy	+500	New	+$14.6K	0.02%	146

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

Custom Portfolio Group's BAC Position: Q2 2024 in Review

Custom Portfolio Group held its Bank of America (BAC) position steady in Q2 2024 at 500 shares worth $19.9K. The position accounts for 0.02% of the portfolio, ranked #142.

Custom Portfolio Group first reported a position in BAC in Q4 2023 and has held it in 3 quarters since. 2,952 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

Custom Portfolio Group held 500 shares of Bank of America worth $19.9K as of Q2 2024.
Custom Portfolio Group left its Bank of America share count unchanged in Q2 2024.
Bank of America made up 0.02% of Custom Portfolio Group's portfolio in Q2 2024, its #142 holding.
Custom Portfolio Group first reported a position in Bank of America in Q4 2023 and has held it in 3 quarters since.
2,952 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.