Independent Family Office’s Bank of America BAC Stock Holding History

Independent Family Office’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	-6,815	Closed	-$271K	–	72
2024 Q2	$271K	Sell	6,815 -404	-6%	-$15.5K	0.15%	57
2024 Q1	$274K	Hold	7,219	–	–	0.15%	65
2023 Q4	$243K	Buy	+7,219	New	+$210K	0.14%	67
2023 Q3	–	Sell	-7,219	Closed	-$207K	–	70
2023 Q2	$207K	Hold	7,219	–	–	0.13%	66
2023 Q1	$206K	Hold	7,219	–	–	0.12%	68
2022 Q4	$239K	Sell	7,219 -1,250	-15%	-$43.1K	0.14%	65
2022 Q3	$256K	Buy	8,469 +1,250	+17%	+$41.8K	0.13%	62
2022 Q2	$225	Hold	7,219	–	–	0.11%	63
2022 Q1	$298K	Buy	+7,219	New	+$326K	0.1%	58

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

Norges Bank Oslo, Norway $935B AUM

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

Independent Family Office's BAC Position: Q3 2024 in Review

Independent Family Office sold out of Bank of America (BAC) in Q3 2024, closing a stake of 6,815 shares — an estimated $271K sold.

Independent Family Office first reported a position in BAC in Q1 2022 and held it in 9 quarters. The position peaked at $298K in Q1 2022. 2,980 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

Independent Family Office reported no remaining Bank of America position as of Q3 2024 after selling out during the quarter.
Independent Family Office sold 6,815 Bank of America shares in Q3 2024, an estimated $271K.
Independent Family Office first reported a position in Bank of America in Q1 2022 and held it in 9 quarters.
Independent Family Office's Bank of America position peaked at $298K in Q1 2022.
2,980 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on Independent Family Office's 13F filing for Q3 2024, filed 14 Nov 2024.