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Institutional & Family Asset Management’s Bank of America BAC Stock Holding History

Institutional & Family Asset Management’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 		$235K Buy
5,899
+2,786
+89% +$107K 0.04% 139
2024
Q1 		$118K Sell
3,113
-83
-3% -$2.85K 0.02% 173
2023
Q4 		$108K Buy
3,196
+2,111
+195% +$61.5K 0.02% 181
2023
Q3 		$29.7K Buy
1,085
+1
+0.1% +$30 ﹤0.01% 265
2023
Q2 		$31.1K Buy
1,084
+243
+29% +$6.93K 0.01% 267
2023
Q1 		$24.1K Buy
841
+42
+5% +$1.39K ﹤0.01% 286
2022
Q4 		$26.4K Sell
799
-546
-41% -$18.8K ﹤0.01% 279
2022
Q3 		$41K Buy
1,345
+123
+10% +$4.11K 0.01% 240
2022
Q2 		$38K Sell
1,222
-289
-19% -$10.4K 0.01% 246
2022
Q1 		$62K Buy
1,511
+166
+12% +$7.49K 0.01% 235
2021
Q4 		$60K Buy
1,345
+20
+2% +$911 0.01% 251
2021
Q3 		$56K Buy
1,325
+828
+167% +$33.4K 0.01% 303
2021
Q2 		$21K Buy
497
+90
+22% +$3.69K ﹤0.01% 471
2021
Q1 		$16K Buy
407
+120
+42% +$4.14K ﹤0.01% 504
2020
Q4 		$9K Hold
287
– – ﹤0.01% 550
2020
Q3 		$7K Buy
287
+1
+0.3% +$25 ﹤0.01% 532
2020
Q2 		$7K Sell
286
-344
-55% -$8.13K ﹤0.01% 525
2020
Q1 		$13K Buy
630
+26
+4% +$779 ﹤0.01% 419
2019
Q4 		$21K Sell
604
-59
-9% -$1.91K ﹤0.01% 426
2019
Q3 		$19K Hold
663
– – ﹤0.01% 409
2019
Q2 		$19K Buy
663
+1
+0.2% +$29 ﹤0.01% 424
2019
Q1 		$18K Hold
662
– – ﹤0.01% 437
2018
Q4 		$16K Buy
662
+28
+4% +$760 ﹤0.01% 427
2018
Q3 		$19K Hold
634
– – ﹤0.01% 446
2018
Q2 		$18K Sell
634
-20
-3% -$597 ﹤0.01% 449
2018
Q1 		$20K Buy
+654
New +$20.5K ﹤0.01% 416

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

Institutional & Family Asset Management's BAC Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Bank of America (BAC) stake by 89% in Q2 2024, buying an estimated $107K and bringing the position to 5,899 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #139.

Institutional & Family Asset Management first reported a position in BAC in Q1 2018 and has held it in 26 quarters since. 2,945 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

  • Institutional & Family Asset Management held 5,899 shares of Bank of America worth $235K as of Q2 2024.
  • Institutional & Family Asset Management bought 2,786 Bank of America shares in Q2 2024, an estimated $107K.
  • Bank of America made up 0.04% of Institutional & Family Asset Management's portfolio in Q2 2024, its #139 holding.
  • Institutional & Family Asset Management first reported a position in Bank of America in Q1 2018 and has held it in 26 quarters since.
  • 2,945 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.