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

ForthRight 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	-6,161	Closed	-$245K	–	64
2024 Q2	$245K	Buy	6,161 +31	+0.5%	+$1.19K	0.09%	57
2024 Q1	$232K	Buy	6,130 +18	+0.3%	+$618	0.08%	61
2023 Q4	$206K	Buy	+6,112	New	+$178K	0.08%	57
2023 Q3	–	Sell	-8,478	Closed	-$243K	–	57
2023 Q2	$243K	Buy	8,478 +38	+0.5%	+$1.08K	0.1%	49
2023 Q1	$241K	Buy	8,440 +32	+0.4%	+$1.06K	0.11%	46
2022 Q4	$278K	Buy	8,408 +754	+10%	+$26K	0.14%	40
2022 Q3	$231K	Hold	7,654	–	–	0.14%	40
2022 Q2	$238K	Buy	7,654 +30	+0.4%	+$1.08K	0.13%	40
2022 Q1	$314K	Sell	7,624 -444	-6%	-$20K	0.16%	34
2021 Q4	$359K	Buy	8,068 +400	+5%	+$18.2K	0.2%	31
2021 Q3	$326K	Buy	+7,668	New	+$309K	0.2%	31
2021 Q1	–	Sell	-3,614	Closed	-$110K	–	48
2020 Q4	$110K	Buy	+3,614	New	+$96.9K	0.09%	46

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

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

ForthRight Wealth Management sold out of Bank of America (BAC) in Q3 2024, closing a stake of 6,161 shares — an estimated $245K sold.

ForthRight Wealth Management first reported a position in BAC in Q4 2020 and held it in 12 quarters. The position peaked at $359K in Q4 2021. 2,979 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

ForthRight Wealth Management reported no remaining Bank of America position as of Q3 2024 after selling out during the quarter.
ForthRight Wealth Management sold 6,161 Bank of America shares in Q3 2024, an estimated $245K.
ForthRight Wealth Management first reported a position in Bank of America in Q4 2020 and held it in 12 quarters.
ForthRight Wealth Management's Bank of America position peaked at $359K in Q4 2021.
2,979 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on ForthRight Wealth Management's 13F filing for Q3 2024, filed 28 Oct 2024.