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IBEX Wealth Advisors’s Bank of America BAC Stock Holding History

IBEX Wealth Advisors’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
-50,471
Closed -$2.01M – 90
2024
Q2 		$2.01M Buy
+50,471
New +$1.93M 0.31% 71
2022
Q2 		– Sell
-49,201
Closed -$2.03M – 157
2022
Q1 		$2.03M Buy
49,201
+9,223
+23% +$416K 0.39% 83
2021
Q4 		$1.78M Buy
39,978
+878
+2% +$40K 0.31% 94
2021
Q3 		$1.66M Buy
39,100
+1,314
+3% +$52.9K 0.32% 96
2021
Q2 		$1.56M Buy
37,786
+1,569
+4% +$64.3K 0.31% 96
2021
Q1 		$1.4M Buy
+36,217
New +$1.25M 0.35% 87
2019
Q3 		– Sell
-4,025
Closed -$116K – 112
2019
Q2 		$116K Buy
+4,025
New +$116K 0.03% 157
2018
Q4 		– Sell
-52,022
Closed -$1.54M – 75
2018
Q3 		$1.54M Buy
52,022
+2,500
+5% +$76.1K 0.55% 67
2018
Q2 		$1.45M Hold
49,522
– – 0.58% 66
2018
Q1 		$1.45M Buy
49,522
+987
+2% +$31K 0.59% 66
2017
Q4 		$1.46M Buy
48,535
+831
+2% +$22.9K 0.65% 52
2017
Q3 		$1.23M Buy
47,704
+257
+0.5% +$6.24K 0.46% 72
2017
Q2 		$1.18M Buy
47,447
+290
+0.6% +$6.76K 0.46% 72
2017
Q1 		$1.09M Sell
47,157
-1,256
-3% -$29.8K 0.67% 50
2016
Q4 		$1.1M Buy
48,413
+37,004
+324% +$713K 0.52% 64
2016
Q3 		$179K Buy
+11,409
New +$170K 0.1% 112

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

IBEX Wealth Advisors's BAC Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Bank of America (BAC) in Q3 2024, closing a stake of 50,471 shares — an estimated $2.01M sold.

IBEX Wealth Advisors first reported a position in BAC in Q3 2016 and held it in 16 quarters. The position peaked at $2.03M in Q1 2022. 2,979 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Bank of America position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 50,471 Bank of America shares in Q3 2024, an estimated $2.01M.
  • IBEX Wealth Advisors first reported a position in Bank of America in Q3 2016 and held it in 16 quarters.
  • IBEX Wealth Advisors's Bank of America position peaked at $2.03M in Q1 2022.
  • 2,979 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.