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Kapitalo Investimentos’s Bank of America BAC Stock Holding History

Kapitalo Investimentos’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
2023
Q3 		– Sell
-903
Closed -$25.9K – 546
2023
Q2 		$25.9K Buy
+903
New +$25.8K ﹤0.01% 438
2023
Q1 		– Sell
-1,442
Closed -$47.8K – 424
2022
Q4 		$47.8K Buy
+1,442
New +$49.7K 0.04% 132
2021
Q4 		– Sell
-39,100
Closed -$1.66M – 37
2021
Q3 		$1.66M Buy
+39,100
New +$1.58M 0.88% 21

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

Kapitalo Investimentos's BAC Position: Q3 2023 in Review

Kapitalo Investimentos sold out of Bank of America (BAC) in Q3 2023, closing a stake of 903 shares — an estimated $25.9K sold.

Kapitalo Investimentos first reported a position in BAC in Q3 2021 and held it in 3 quarters. The position peaked at $1.66M in Q3 2021. 2,614 funds tracked by Wall St. Rank hold BAC as of Q3 2023.

  • Kapitalo Investimentos reported no remaining Bank of America position as of Q3 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 903 Bank of America shares in Q3 2023, an estimated $25.9K.
  • Kapitalo Investimentos first reported a position in Bank of America in Q3 2021 and held it in 3 quarters.
  • Kapitalo Investimentos's Bank of America position peaked at $1.66M in Q3 2021.
  • 2,614 funds tracked by Wall St. Rank held Bank of America as of Q3 2023.

Based on Kapitalo Investimentos's 13F filing for Q3 2023, filed 29 Mar 2024.