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Financial Architects (Georgia)’s Bank of America BAC Stock Holding History

Financial Architects (Georgia)’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
-7,100
Closed -$269K – 22
2024
Q1 		$269K Buy
+7,100
New +$244K 0.19% 22

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State Street
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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

Financial Architects (Georgia)'s BAC Position: Q2 2024 in Review

Financial Architects (Georgia) sold out of Bank of America (BAC) in Q2 2024, closing a stake of 7,100 shares — an estimated $269K sold.

Financial Architects (Georgia) first reported a position in BAC in Q1 2024 and held it in 1 quarter. The position peaked at $269K in Q1 2024. 2,946 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

  • Financial Architects (Georgia) reported no remaining Bank of America position as of Q2 2024 after selling out during the quarter.
  • Financial Architects (Georgia) sold 7,100 Bank of America shares in Q2 2024, an estimated $269K.
  • Financial Architects (Georgia) first reported a position in Bank of America in Q1 2024 and held it in 1 quarter.
  • Financial Architects (Georgia)'s Bank of America position peaked at $269K in Q1 2024.
  • 2,946 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on Financial Architects (Georgia)'s 13F filing for Q2 2024, filed 16 Jul 2024.