Delap Wealth Advisory’s Bank of America BAC Stock Holding History

Delap Wealth Advisory’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	-22,769	Closed	-$863K	–	139
2024 Q1	$863K	Buy	+22,769	New	+$782K	0.35%	45
2023 Q2	–	Sell	-8,677	Closed	-$248K	–	52
2023 Q1	$248K	Sell	8,677 -1,888	-18%	-$62.3K	0.25%	45
2022 Q4	$350K	Buy	+10,565	New	+$364K	0.37%	46

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

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

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

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

Delap Wealth Advisory's BAC Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Bank of America (BAC) in Q2 2024, closing a stake of 22,769 shares — an estimated $863K sold.

Delap Wealth Advisory first reported a position in BAC in Q4 2022 and held it in 3 quarters. The position peaked at $863K in Q1 2024. 2,946 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

Delap Wealth Advisory reported no remaining Bank of America position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 22,769 Bank of America shares in Q2 2024, an estimated $863K.
Delap Wealth Advisory first reported a position in Bank of America in Q4 2022 and held it in 3 quarters.
Delap Wealth Advisory's Bank of America position peaked at $863K in Q1 2024.
2,946 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.