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GYL Financial Synergies’s Bank of America BAC Stock Holding History

GYL Financial Synergies’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 		$1.5M Sell
37,831
-2,849
-7% -$114K 0.11% 158
2024
Q2 		$1.62M Sell
40,680
-727
-2% -$27.9K 0.12% 146
2024
Q1 		$1.57M Buy
41,407
+1,871
+5% +$64.2K 0.12% 144
2023
Q4 		$1.33M Buy
39,536
+387
+1% +$11.3K 0.11% 159
2023
Q3 		$1.07M Sell
39,149
-355
-0.9% -$10.5K 0.1% 170
2023
Q2 		$1.13M Buy
39,504
+3,653
+10% +$104K 0.1% 167
2023
Q1 		$1.03M Buy
35,851
+17,622
+97% +$582K 0.12% 126
2022
Q4 		$604K Buy
18,229
+2,242
+14% +$77.2K 0.13% 110
2022
Q3 		$483K Buy
15,987
+607
+4% +$20.3K 0.13% 105
2022
Q2 		$479K Buy
15,380
+757
+5% +$27.3K 0.13% 105
2022
Q1 		$603K Sell
14,623
-1,665
-10% -$75.1K 0.14% 93
2021
Q4 		$725K Buy
16,288
+3,327
+26% +$152K 0.2% 85
2021
Q3 		$550K Sell
12,961
-720
-5% -$29K 0.28% 90
2021
Q2 		$564K Sell
13,681
-61
-0.4% -$2.5K 0.29% 85
2021
Q1 		$532K Buy
13,742
+19
+0.1% +$656 0.29% 86
2020
Q4 		$416K Sell
13,723
-5,728
-29% -$154K 0.24% 101
2020
Q3 		$469K Buy
19,451
+4,201
+28% +$105K 0.31% 88
2020
Q2 		$362K Sell
15,250
-2,318
-13% -$54.8K 0.26% 94
2020
Q1 		$373K Sell
17,568
-426
-2% -$12.8K 0.24% 80
2019
Q4 		$634K Sell
17,994
-732
-4% -$23.7K 0.28% 66
2019
Q3 		$546K Buy
18,726
+6,468
+53% +$186K 0.27% 69
2019
Q2 		$355K Sell
12,258
-1,598
-12% -$46.1K 0.19% 96
2019
Q1 		$382K Buy
13,856
+1,683
+14% +$47.6K 0.21% 86
2018
Q4 		$300K Buy
+12,173
New +$330K 0.22% 95

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GYL Financial Synergies's BAC Position: Q3 2024 in Review

GYL Financial Synergies reduced its Bank of America (BAC) stake by 7% in Q3 2024, selling an estimated $114K and leaving 37,831 shares worth $1.5M. The position accounts for 0.11% of the portfolio, ranked #158.

GYL Financial Synergies first reported a position in BAC in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.62M in Q2 2024. 2,985 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

  • GYL Financial Synergies held 37,831 shares of Bank of America worth $1.5M as of Q3 2024.
  • GYL Financial Synergies sold 2,849 Bank of America shares in Q3 2024, an estimated $114K.
  • Bank of America made up 0.11% of GYL Financial Synergies's portfolio in Q3 2024, its #158 holding.
  • GYL Financial Synergies first reported a position in Bank of America in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's Bank of America position peaked at $1.62M in Q2 2024.
  • 2,985 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.