Evergreen Wealth Management’s Bank of America BAC Stock Holding History

Evergreen Wealth 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 Q3	–	Sell	-54,421	Closed	-$2.16M	–	55
2024 Q2	$2.16M	Hold	54,421	–	–	1.43%	28
2024 Q1	$2.06M	Hold	54,421	–	–	1.4%	27
2023 Q4	$1.83M	Buy	54,421 +1,338	+3%	+$39K	1.35%	29
2023 Q3	$1.45M	Buy	53,083 +786	+2%	+$23.3K	1.15%	34
2023 Q2	$1.5M	Buy	52,297 +11,465	+28%	+$327K	1.18%	32
2023 Q1	$1.17M	Buy	40,832 +725	+2%	+$23.9K	1.04%	36
2022 Q4	$1.33M	Buy	+40,107	New	+$1.38M	1.22%	32

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

Evergreen Wealth Management's BAC Position: Q3 2024 in Review

Evergreen Wealth Management sold out of Bank of America (BAC) in Q3 2024, closing a stake of 54,421 shares — an estimated $2.16M sold.

Evergreen Wealth Management first reported a position in BAC in Q4 2022 and held it in 7 quarters. The position peaked at $2.16M in Q2 2024. 2,980 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

Evergreen Wealth Management reported no remaining Bank of America position as of Q3 2024 after selling out during the quarter.
Evergreen Wealth Management sold 54,421 Bank of America shares in Q3 2024, an estimated $2.16M.
Evergreen Wealth Management first reported a position in Bank of America in Q4 2022 and held it in 7 quarters.
Evergreen Wealth Management's Bank of America position peaked at $2.16M in Q2 2024.
2,980 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on Evergreen Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.