Goodman Advisory Group’s Bank of America BAC Stock Holding History

Goodman Advisory Group’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
2023 Q4	–	Sell	-12,863	Closed	-$352K	–	158
2023 Q3	$352K	Sell	12,863 -181,344	-93%	-$5.37M	0.13%	58
2023 Q2	$5.57M	Buy	194,207 +194,021	+104,312%	+$5.54M	2.07%	21
2023 Q1	$5.32K	Buy	+186	New	+$6.14K	﹤0.01%	123

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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goodman Advisory Group's BAC Position: Q4 2023 in Review

Goodman Advisory Group sold out of Bank of America (BAC) in Q4 2023, closing a stake of 12,863 shares — an estimated $352K sold.

Goodman Advisory Group first reported a position in BAC in Q1 2023 and held it in 3 quarters. The position peaked at $5.57M in Q2 2023. 2,854 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

Goodman Advisory Group reported no remaining Bank of America position as of Q4 2023 after selling out during the quarter.
Goodman Advisory Group sold 12,863 Bank of America shares in Q4 2023, an estimated $352K.
Goodman Advisory Group first reported a position in Bank of America in Q1 2023 and held it in 3 quarters.
Goodman Advisory Group's Bank of America position peaked at $5.57M in Q2 2023.
2,854 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on Goodman Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.