Financial Synergies Wealth Advisors’s Bank of America BAC Stock Holding History

Financial Synergies Wealth Advisors’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	-3,222	Closed	-$122K	–	108
2024 Q1	$122K	Buy	3,222 +3,157	+4,857%	+$108K	0.02%	93
2023 Q4	$2.15K	Sell	65 -3,165	-98%	-$92.2K	﹤0.01%	242
2023 Q3	$88.4K	Buy	3,230 +2,499	+342%	+$73.9K	0.01%	90
2023 Q2	$21K	Buy	731 +73	+11%	+$2.08K	﹤0.01%	164
2023 Q1	$18.8K	Buy	658 +593	+912%	+$19.6K	﹤0.01%	184
2022 Q4	$2.15K	Buy	65 +11	+20%	+$379	﹤0.01%	242
2022 Q3	$1.63K	Buy	+54	New	+$1.8K	﹤0.01%	239

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

Financial Synergies Wealth Advisors's BAC Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Bank of America (BAC) in Q2 2024, closing a stake of 3,222 shares — an estimated $122K sold.

Financial Synergies Wealth Advisors first reported a position in BAC in Q3 2022 and held it in 7 quarters. The position peaked at $122K in Q1 2024. 2,945 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Bank of America position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 3,222 Bank of America shares in Q2 2024, an estimated $122K.
Financial Synergies Wealth Advisors first reported a position in Bank of America in Q3 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Bank of America position peaked at $122K in Q1 2024.
2,945 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.