Granite Bay Wealth Management’s Bank of America BAC Stock Holding History

Granite Bay 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 Q1	–	Sell	-142,429	Closed	-$4.15M	–	87
2023 Q4	$4.15M	Buy	142,429 +960	+0.7%	+$28K	0.04%	121
2023 Q3	$4.18M	Buy	+141,469	New	+$4.19M	0.04%	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

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

Granite Bay Wealth Management's BAC Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Bank of America (BAC) in Q1 2024, closing a stake of 142,429 shares — an estimated $4.15M sold.

Granite Bay Wealth Management first reported a position in BAC in Q3 2023 and held it in 2 quarters. The position peaked at $4.18M in Q3 2023. 2,919 funds tracked by Wall St. Rank hold BAC as of Q1 2024.

Granite Bay Wealth Management reported no remaining Bank of America position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 142,429 Bank of America shares in Q1 2024, an estimated $4.15M.
Granite Bay Wealth Management first reported a position in Bank of America in Q3 2023 and held it in 2 quarters.
Granite Bay Wealth Management's Bank of America position peaked at $4.18M in Q3 2023.
2,919 funds tracked by Wall St. Rank held Bank of America as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.