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Geller Advisors’s Bank of America BAC Stock Holding History

Geller 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
Q4 		$502K Buy
11,422
+172
+2% +$7.57K 0.03% 132
2024
Q3 		$446K Sell
11,250
-5,427
-33% -$218K 0.03% 150
2024
Q2 		$663K Buy
16,677
+171
+1% +$6.55K 0.05% 110
2024
Q1 		$626K Sell
16,506
-369
-2% -$12.7K 0.05% 113
2023
Q4 		$568K Buy
16,875
+117
+0.7% +$3.41K 0.06% 110
2023
Q3 		$459K Sell
16,758
-1,772
-10% -$52.4K 0.05% 124
2023
Q2 		$532K Buy
18,530
+2,717
+17% +$77.5K 0.07% 106
2023
Q1 		$452K Sell
15,813
-4,427
-22% -$146K 0.07% 78
2022
Q4 		$670K Buy
20,240
+1,953
+11% +$67.3K 0.11% 41
2022
Q3 		$552K Buy
18,287
+8,004
+78% +$268K 0.12% 42
2022
Q2 		$320K Sell
10,283
-62
-0.6% -$2.23K 0.07% 81
2022
Q1 		$426K Sell
10,345
-6,978
-40% -$315K 0.08% 71
2021
Q4 		$771K Sell
17,323
-242
-1% -$11K 0.15% 39
2021
Q3 		$746K Buy
17,565
+1,609
+10% +$64.8K 0.16% 38
2021
Q2 		$658K Sell
15,956
-838
-5% -$34.4K 0.14% 34
2021
Q1 		$650K Buy
16,794
+5,243
+45% +$181K 0.15% 34
2020
Q4 		$478K Hold
11,551
– – 0.12% 46
2020
Q3 		$278K Buy
11,551
+95
+0.8% +$2.37K 0.08% 61
2020
Q2 		$272K Buy
+11,456
New +$271K 0.08% 63
2020
Q1 		– Sell
-5,990
Closed -$211K – 71
2019
Q4 		$211K Buy
+5,990
New +$194K 0.06% 52
2019
Q1 		– Sell
-35,034
Closed -$863K – 28
2018
Q4 		$863K Sell
35,034
-10,891
-24% -$295K 0.4% 10
2018
Q3 		$1.35M Hold
45,925
– – 0.8% 6
2018
Q2 		$1.29M Hold
45,925
– – 0.56% 8
2018
Q1 		$1.38M Buy
+45,925
New +$1.44M 0.67% 7
2016
Q4 		– Sell
-12,883
Closed -$202K – 24
2016
Q3 		$202K Buy
+12,883
New +$192K 0.12% 27
2014
Q4 		– Sell
-29,932
Closed -$510K – 40
2014
Q3 		$510K Buy
+29,932
New +$477K 0.29% 19

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

Geller Advisors's BAC Position: Q4 2024 in Review

Geller Advisors increased its Bank of America (BAC) stake by 1.5% in Q4 2024, buying an estimated $7.57K and bringing the position to 11,422 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #132.

Geller Advisors first reported a position in BAC in Q3 2014 and has held it in 26 quarters since. The position peaked at $1.38M in Q1 2018. 3,266 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Geller Advisors held 11,422 shares of Bank of America worth $502K as of Q4 2024.
  • Geller Advisors bought 172 Bank of America shares in Q4 2024, an estimated $7.57K.
  • Bank of America made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #132 holding.
  • Geller Advisors first reported a position in Bank of America in Q3 2014 and has held it in 26 quarters since.
  • Geller Advisors's Bank of America position peaked at $1.38M in Q1 2018.
  • 3,266 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.