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Gateway Advisory’s Bank of America BAC Stock Holding History

Gateway Advisory’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 		$454K Buy
11,445
+166
+1% +$6.65K 0.07% 95
2024
Q2 		$449K Buy
11,279
+175
+2% +$6.71K 0.08% 92
2024
Q1 		$421K Buy
11,104
+2,710
+32% +$93K 0.07% 93
2023
Q4 		$283K Buy
8,394
+989
+13% +$28.8K 0.05% 99
2023
Q3 		$203K Buy
7,405
+267
+4% +$7.9K 0.04% 105
2023
Q2 		$205K Buy
+7,138
New +$204K 0.04% 103
2019
Q2 		– Sell
-11,357
Closed -$313K – 60
2019
Q1 		$313K Sell
11,357
-500
-4% -$14.1K 0.08% 48
2018
Q4 		$292K Buy
11,857
+402
+4% +$10.9K 0.12% 47
2018
Q3 		$337K Sell
11,455
-526
-4% -$16K 0.09% 56
2018
Q2 		$338K Buy
11,981
+1,134
+10% +$33.8K 0.1% 51
2018
Q1 		$325K Buy
10,847
+352
+3% +$11.1K 0.1% 56
2017
Q4 		$310K Buy
10,495
+332
+3% +$9.15K 0.09% 74
2017
Q3 		$258K Buy
10,163
+110
+1% +$2.67K 0.08% 62
2017
Q2 		$244K Buy
10,053
+45
+0.4% +$1.05K 0.08% 75
2017
Q1 		$228K Buy
10,008
+95
+1% +$2.25K 0.07% 77
2016
Q4 		$219K Sell
9,913
-631
-6% -$12.2K 0.08% 50
2016
Q3 		$167K Buy
+10,544
New +$157K 0.06% 49
2015
Q4 		– Sell
-10,313
Closed -$161K – 48
2015
Q3 		$161K Buy
+10,313
New +$174K 0.08% 35

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

Gateway Advisory's BAC Position: Q3 2024 in Review

Gateway Advisory increased its Bank of America (BAC) stake by 1.5% in Q3 2024, buying an estimated $6.65K and bringing the position to 11,445 shares worth $454K. The position accounts for 0.07% of the portfolio, ranked #95.

Gateway Advisory first reported a position in BAC in Q3 2015 and has held it in 18 quarters since. 2,979 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

  • Gateway Advisory held 11,445 shares of Bank of America worth $454K as of Q3 2024.
  • Gateway Advisory bought 166 Bank of America shares in Q3 2024, an estimated $6.65K.
  • Bank of America made up 0.07% of Gateway Advisory's portfolio in Q3 2024, its #95 holding.
  • Gateway Advisory first reported a position in Bank of America in Q3 2015 and has held it in 18 quarters since.
  • 2,979 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.