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Gunn & Company Investment Management’s Bank of America BAC Stock Holding History

Gunn & Company Investment 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
Q3 		– Sell
-10,289
Closed -$409K – 67
2024
Q2 		$409K Buy
+10,289
New +$394K 0.02% 105
2024
Q1 		– Sell
-15,309
Closed -$515K – 69
2023
Q4 		$515K Buy
+15,309
New +$446K 0.03% 74

Other funds holding BAC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Gunn & Company Investment Management's BAC Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of Bank of America (BAC) in Q3 2024, closing a stake of 10,289 shares — an estimated $409K sold.

Gunn & Company Investment Management first reported a position in BAC in Q4 2023 and held it in 2 quarters. The position peaked at $515K in Q4 2023. 2,980 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining Bank of America position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 10,289 Bank of America shares in Q3 2024, an estimated $409K.
  • Gunn & Company Investment Management first reported a position in Bank of America in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's Bank of America position peaked at $515K in Q4 2023.
  • 2,980 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.