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Heritage Wealth Management (California)’s Bank of America BAC Stock Holding History

Heritage Wealth Management (California)’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
-4,663
Closed -$177K – 122
2024
Q1 		$177K Sell
4,663
-96
-2% -$3.29K 0.13% 88
2023
Q4 		$160K Buy
+4,759
New +$139K 0.13% 85

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Heritage Wealth Management (California)'s BAC Position: Q2 2024 in Review

Heritage Wealth Management (California) sold out of Bank of America (BAC) in Q2 2024, closing a stake of 4,663 shares — an estimated $177K sold.

Heritage Wealth Management (California) first reported a position in BAC in Q4 2023 and held it in 2 quarters. The position peaked at $177K in Q1 2024. 2,946 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

  • Heritage Wealth Management (California) reported no remaining Bank of America position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Management (California) sold 4,663 Bank of America shares in Q2 2024, an estimated $177K.
  • Heritage Wealth Management (California) first reported a position in Bank of America in Q4 2023 and held it in 2 quarters.
  • Heritage Wealth Management (California)'s Bank of America position peaked at $177K in Q1 2024.
  • 2,946 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2024, filed 25 Jul 2024.