DB Wealth Management Group’s Bank of America BAC Stock Holding History

DB Wealth Management 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
2023 Q4	$7.74K	Hold	230	–	–	﹤0.01%	295
2023 Q3	$6.3K	Hold	230	–	–	﹤0.01%	301
2023 Q2	$6.6K	Hold	230	–	–	﹤0.01%	299
2023 Q1	$6.58K	Hold	230	–	–	﹤0.01%	296
2022 Q4	$7.62K	Buy	+230	New	+$7.92K	﹤0.01%	288
2022 Q1	–	Sell	-230	Closed	-$10K	–	318
2021 Q4	$10K	Hold	230	–	–	0.01%	270
2021 Q3	$10K	Hold	230	–	–	0.01%	264
2021 Q2	$9K	Hold	230	–	–	0.01%	273
2021 Q1	$9K	Hold	230	–	–	0.01%	279
2020 Q4	$7K	Buy	+230	New	+$6.17K	0.01%	294

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DB Wealth Management Group's BAC Position: Q4 2023 in Review

DB Wealth Management Group held its Bank of America (BAC) position steady in Q4 2023 at 230 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

DB Wealth Management Group first reported a position in BAC in Q4 2020 and has held it in 10 quarters since. The position peaked at $10K in Q4 2021. 2,854 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

DB Wealth Management Group held 230 shares of Bank of America worth $7.74K as of Q4 2023.
DB Wealth Management Group left its Bank of America share count unchanged in Q4 2023.
Bank of America made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #295 holding.
DB Wealth Management Group first reported a position in Bank of America in Q4 2020 and has held it in 10 quarters since.
DB Wealth Management Group's Bank of America position peaked at $10K in Q4 2021.
2,854 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.