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Kiely Wealth Advisory Group’s Bank of America BAC Stock Holding History

Kiely Wealth 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 		$63.1K Hold
1,351
– – 0.04% 109
2024
Q3 		$62.1K Hold
1,351
– – 0.04% 112
2024
Q2 		$51.7K Sell
1,351
-42
-3% -$1.61K 0.03% 105
2024
Q1 		$52.9K Buy
1,393
+42
+3% +$1.44K 0.03% 101
2023
Q4 		$45.3K Buy
+1,351
New +$39.3K 0.03% 104

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

Kiely Wealth Advisory Group's BAC Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Bank of America (BAC) position steady in Q4 2024 at 1,351 shares worth $63.1K. The position accounts for 0.04% of the portfolio, ranked #109.

Kiely Wealth Advisory Group first reported a position in BAC in Q4 2023 and has held it in 5 quarters since. 3,266 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,351 shares of Bank of America worth $63.1K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Bank of America share count unchanged in Q4 2024.
  • Bank of America made up 0.04% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #109 holding.
  • Kiely Wealth Advisory Group first reported a position in Bank of America in Q4 2023 and has held it in 5 quarters since.
  • 3,266 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.