Gould Capital’s Bank of America BAC Stock Holding History

Gould Capital’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 Q2	–	Sell	-350	Closed	-$13.3K	–	217
2024 Q1	$13.3K	Hold	350	–	–	0.01%	136
2023 Q4	$11.8K	Hold	350	–	–	0.01%	145
2023 Q3	$9.35K	Hold	350	–	–	0.01%	143
2023 Q2	$10K	Hold	350	–	–	0.01%	141
2023 Q1	$10K	Hold	350	–	–	0.01%	144
2022 Q4	$11.6K	Hold	350	–	–	0.01%	141
2022 Q3	$11K	Hold	350	–	–	0.01%	136
2022 Q2	$11K	Hold	350	–	–	0.01%	138
2022 Q1	$14K	Hold	350	–	–	0.01%	136
2021 Q4	$16K	Buy	+350	New	+$15.9K	0.01%	141

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

Gould Capital's BAC Position: Q2 2024 in Review

Gould Capital sold out of Bank of America (BAC) in Q2 2024, closing a stake of 350 shares — an estimated $13.3K sold.

Gould Capital first reported a position in BAC in Q4 2021 and held it in 10 quarters. The position peaked at $16K in Q4 2021. 2,945 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

Gould Capital reported no remaining Bank of America position as of Q2 2024 after selling out during the quarter.
Gould Capital sold 350 Bank of America shares in Q2 2024, an estimated $13.3K.
Gould Capital first reported a position in Bank of America in Q4 2021 and held it in 10 quarters.
Gould Capital's Bank of America position peaked at $16K in Q4 2021.
2,945 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on Gould Capital's 13F filing for Q2 2024, filed 15 Aug 2024.