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First Trust Investment Solutions’s Bank of America BAC Stock Holding History

First Trust Investment Solutions’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 		$868K Buy
21,873
+5,269
+32% +$211K 0.1% 149
2024
Q2 		$660K Buy
16,604
+2,651
+19% +$102K 0.09% 155
2024
Q1 		$529K Buy
13,953
+664
+5% +$22.8K 0.09% 144
2023
Q4 		$447K Buy
+13,289
New +$387K 0.09% 146

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

First Trust Investment Solutions's BAC Position: Q3 2024 in Review

First Trust Investment Solutions increased its Bank of America (BAC) stake by 32% in Q3 2024, buying an estimated $211K and bringing the position to 21,873 shares worth $868K. The position accounts for 0.1% of the portfolio, ranked #149.

First Trust Investment Solutions first reported a position in BAC in Q4 2023 and has held it in 4 quarters since. 2,979 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

  • First Trust Investment Solutions held 21,873 shares of Bank of America worth $868K as of Q3 2024.
  • First Trust Investment Solutions bought 5,269 Bank of America shares in Q3 2024, an estimated $211K.
  • Bank of America made up 0.1% of First Trust Investment Solutions's portfolio in Q3 2024, its #149 holding.
  • First Trust Investment Solutions first reported a position in Bank of America in Q4 2023 and has held it in 4 quarters since.
  • 2,979 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.