IAG
BAC icon

Investmark Advisory Group’s Bank of America BAC Stock Holding History

Investmark Advisory Group’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 		– Sell
-5,074
Closed -$201K – 118
2024
Q3 		$201K Hold
5,074
– – 0.1% 119
2024
Q2 		$202K Buy
+5,074
New +$194K 0.11% 113
2022
Q1 		– Sell
-1,500
Closed -$66K – 112
2021
Q4 		$66K Buy
+1,500
New +$68.3K 0.06% 142

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Investmark Advisory Group's BAC Position: Q4 2024 in Review

Investmark Advisory Group sold out of Bank of America (BAC) in Q4 2024, closing a stake of 5,074 shares — an estimated $201K sold.

Investmark Advisory Group first reported a position in BAC in Q4 2021 and held it in 3 quarters. The position peaked at $202K in Q2 2024. 3,266 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Investmark Advisory Group reported no remaining Bank of America position as of Q4 2024 after selling out during the quarter.
  • Investmark Advisory Group sold 5,074 Bank of America shares in Q4 2024, an estimated $201K.
  • Investmark Advisory Group first reported a position in Bank of America in Q4 2021 and held it in 3 quarters.
  • Investmark Advisory Group's Bank of America position peaked at $202K in Q2 2024.
  • 3,266 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Investmark Advisory Group's 13F filing for Q4 2024, filed 18 Feb 2025.