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Financial Insights’s Bank of America BAC Stock Holding History

Financial Insights’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
Q4 		– Sell
-7,430
Closed -$295K – 113
2024
Q3 		$295K Sell
7,430
-721
-9% -$28.9K 0.09% 114
2024
Q2 		$324K Sell
8,151
-2,328
-22% -$89.2K 0.09% 126
2024
Q1 		$397K Sell
10,479
-2,952
-22% -$101K 0.11% 121
2023
Q4 		$452K Buy
13,431
+1,494
+13% +$43.5K 0.14% 103
2023
Q3 		$314K Sell
11,937
-208
-2% -$6.15K 0.11% 124
2023
Q2 		$348K Sell
12,145
-6,032
-33% -$172K 0.13% 123
2023
Q1 		$520K Sell
18,177
-17,428
-49% -$575K 0.21% 78
2022
Q4 		$1.18M Buy
35,605
+17,250
+94% +$594K 0.56% 41
2022
Q3 		$554K Buy
+18,355
New +$614K 0.37% 56
2021
Q3 		– Sell
-919
Closed -$379K – 91
2021
Q2 		$379K Buy
+919
New +$37.7K 0.03% 185

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Insights's BAC Position: Q4 2024 in Review

Financial Insights sold out of Bank of America (BAC) in Q4 2024, closing a stake of 7,430 shares — an estimated $295K sold.

Financial Insights first reported a position in BAC in Q2 2021 and held it in 10 quarters. The position peaked at $1.18M in Q4 2022. 3,267 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Financial Insights reported no remaining Bank of America position as of Q4 2024 after selling out during the quarter.
  • Financial Insights sold 7,430 Bank of America shares in Q4 2024, an estimated $295K.
  • Financial Insights first reported a position in Bank of America in Q2 2021 and held it in 10 quarters.
  • Financial Insights's Bank of America position peaked at $1.18M in Q4 2022.
  • 3,267 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Financial Insights's 13F filing for Q4 2024, filed 5 Mar 2025.