Householder Group Estate & Retirement Specialist’s Bank of America BAC Stock Holding History

Householder Group Estate & Retirement Specialist’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	$18K	Sell	415 -6,096	-94%	-$268K	0.01%	299
2024 Q3	$258K	Buy	6,511 +325	+5%	+$13K	0.08%	209
2024 Q2	$246K	Buy	6,186 +2,831	+84%	+$108K	0.07%	220
2024 Q1	$127K	Buy	3,355 +193	+6%	+$6.63K	0.04%	313
2023 Q4	$106K	Sell	3,162 -2,307	-42%	-$67.2K	0.03%	327
2023 Q3	$150K	Buy	+5,469	New	+$162K	0.05%	251
2023 Q1	$127K	Buy	4,430 +1,569	+55%	+$51.8K	0.05%	255
2022 Q4	$94K	Buy	2,861 +255	+10%	+$8.78K	0.14%	76
2022 Q3	$78K	Buy	+2,606	New	+$87.1K	0.03%	307

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

Householder Group Estate & Retirement Specialist's BAC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Bank of America (BAC) stake by 94% in Q4 2024, selling an estimated $268K and leaving 415 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #299.

Householder Group Estate & Retirement Specialist first reported a position in BAC in Q3 2022 and has held it in 9 quarters since. The position peaked at $258K in Q3 2024. 3,267 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

Householder Group Estate & Retirement Specialist held 415 shares of Bank of America worth $18K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 6,096 Bank of America shares in Q4 2024, an estimated $268K.
Bank of America made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #299 holding.
Householder Group Estate & Retirement Specialist first reported a position in Bank of America in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Bank of America position peaked at $258K in Q3 2024.
3,267 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.