EWM
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Elevatus Welath Management’s Bank of America BAC Stock Holding History

Elevatus Welath Management’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
-6,083
Closed -$231K – 108
2024
Q1 		$231K Buy
6,083
+3
+0% +$103 0.09% 80
2023
Q4 		$205K Buy
+6,080
New +$177K 0.09% 88

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
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

Elevatus Welath Management's BAC Position: Q2 2024 in Review

Elevatus Welath Management sold out of Bank of America (BAC) in Q2 2024, closing a stake of 6,083 shares — an estimated $231K sold.

Elevatus Welath Management first reported a position in BAC in Q4 2023 and held it in 2 quarters. The position peaked at $231K in Q1 2024. 2,946 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

  • Elevatus Welath Management reported no remaining Bank of America position as of Q2 2024 after selling out during the quarter.
  • Elevatus Welath Management sold 6,083 Bank of America shares in Q2 2024, an estimated $231K.
  • Elevatus Welath Management first reported a position in Bank of America in Q4 2023 and held it in 2 quarters.
  • Elevatus Welath Management's Bank of America position peaked at $231K in Q1 2024.
  • 2,946 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on Elevatus Welath Management's 13F filing for Q2 2024, filed 14 Aug 2024.