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Janiczek Wealth Management’s Bank of America BAC Stock Holding History

Janiczek Wealth 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 		$289K Buy
7,266
+252
+4% +$9.66K 0.06% 136
2024
Q1 		$266K Buy
7,014
+134
+2% +$4.6K 0.06% 148
2023
Q4 		$232K Buy
6,880
+3,208
+87% +$93.4K 0.06% 146
2023
Q3 		$101K Buy
3,672
+1,934
+111% +$57.2K 0.03% 247
2023
Q2 		$49.9K Buy
1,738
+48
+3% +$1.37K 0.01% 319
2023
Q1 		$49.9K Sell
1,690
-748
-31% -$24.7K 0.01% 315
2022
Q4 		$84K Buy
2,438
+276
+13% +$9.51K 0.02% 240
2022
Q3 		$66K Sell
2,162
-155
-7% -$5.18K 0.02% 268
2022
Q2 		$78K Sell
2,317
-379
-14% -$13.6K 0.02% 238
2022
Q1 		$111K Sell
2,696
-246
-8% -$11.1K 0.03% 192
2021
Q4 		$131K Sell
2,942
-14
-0.5% -$638 0.04% 156
2021
Q3 		$125K Buy
2,956
+544
+23% +$21.9K 0.04% 142
2021
Q2 		$99K Buy
2,412
+218
+10% +$8.94K 0.04% 156
2021
Q1 		$85K Buy
2,194
+1,145
+109% +$39.5K 0.03% 157
2020
Q4 		$32K Buy
1,049
+757
+259% +$20.3K 0.02% 270
2020
Q3 		$7K Sell
292
-389
-57% -$9.69K ﹤0.01% 279
2020
Q2 		$16K Buy
681
+141
+26% +$3.33K 0.01% 124
2020
Q1 		$11K Hold
540
– – 0.01% 104
2019
Q4 		$19K Hold
540
– – 0.01% 95
2019
Q3 		$16K Buy
540
+140
+35% +$4.03K 0.01% 100
2019
Q2 		$12K Hold
400
– – 0.01% 130
2019
Q1 		$11K Hold
400
– – 0.01% 111
2018
Q4 		$10K Hold
400
– – 0.01% 108
2018
Q3 		$12K Sell
400
-33
-8% -$1K 0.01% 91
2018
Q2 		$12K Buy
+433
New +$12.9K 0.01% 94
2017
Q1 		– Sell
-6,986
Closed -$154K – 33
2016
Q4 		$154K Buy
+6,986
New +$135K 0.07% 31

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

Janiczek Wealth Management's BAC Position: Q2 2024 in Review

Janiczek Wealth Management increased its Bank of America (BAC) stake by 3.6% in Q2 2024, buying an estimated $9.66K and bringing the position to 7,266 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #136.

Janiczek Wealth Management first reported a position in BAC in Q4 2016 and has held it in 26 quarters since. 2,945 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

  • Janiczek Wealth Management held 7,266 shares of Bank of America worth $289K as of Q2 2024.
  • Janiczek Wealth Management bought 252 Bank of America shares in Q2 2024, an estimated $9.66K.
  • Bank of America made up 0.06% of Janiczek Wealth Management's portfolio in Q2 2024, its #136 holding.
  • Janiczek Wealth Management first reported a position in Bank of America in Q4 2016 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 Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.