Gray Wealth Management’s Bank of America BAC Stock Holding History

Gray 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 Q4	$213K	Sell	4,857 -219	-4%	-$9.63K	0.08%	125
2024 Q3	$201K	Buy	+5,076	New	+$203K	0.08%	136
2023 Q1	–	Sell	-6,245	Closed	-$207K	–	124
2022 Q4	$207K	Sell	6,245 -1,989	-24%	-$68.5K	0.12%	112
2022 Q3	$249K	Hold	8,234	–	–	0.16%	88
2022 Q2	$256K	Buy	8,234 +21	+0.3%	+$756	0.16%	88
2022 Q1	$339K	Sell	8,213 -487	-6%	-$22K	0.17%	77
2021 Q4	$387K	Buy	8,700 +507	+6%	+$23.1K	0.19%	75
2021 Q3	$348K	Buy	8,193 +101	+1%	+$4.07K	0.19%	76
2021 Q2	$334K	Buy	8,092 +5	+0.1%	+$205	0.19%	79
2021 Q1	$313K	Buy	8,087 +107	+1%	+$3.69K	0.2%	79
2020 Q4	$241K	Sell	7,980 -667	-8%	-$17.9K	0.16%	90
2020 Q3	$208K	Buy	8,647 +17	+0.2%	+$423	0.16%	92
2020 Q2	$206K	Buy	+8,630	New	+$204K	0.18%	89

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

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

Norges Bank Oslo, Norway $935B AUM

Gray Wealth Management's BAC Position: Q4 2024 in Review

Gray Wealth Management reduced its Bank of America (BAC) stake by 4.3% in Q4 2024, selling an estimated $9.63K and leaving 4,857 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #125.

Gray Wealth Management first reported a position in BAC in Q2 2020 and has held it in 13 quarters since. The position peaked at $387K in Q4 2021. 3,266 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

Gray Wealth Management held 4,857 shares of Bank of America worth $213K as of Q4 2024.
Gray Wealth Management sold 219 Bank of America shares in Q4 2024, an estimated $9.63K.
Bank of America made up 0.08% of Gray Wealth Management's portfolio in Q4 2024, its #125 holding.
Gray Wealth Management first reported a position in Bank of America in Q2 2020 and has held it in 13 quarters since.
Gray Wealth Management's Bank of America position peaked at $387K in Q4 2021.
3,266 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.