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KLR Investment Advisors’s Bank of America BAC Stock Holding History

KLR Investment Advisors’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
Q1 		$324K Buy
8,580
+130
+2% +$4.46K 0.23% 130
2023
Q4 		$285K Buy
+8,450
New +$246K 0.21% 148

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

KLR Investment Advisors's BAC Position: Q1 2024 in Review

KLR Investment Advisors increased its Bank of America (BAC) stake by 1.5% in Q1 2024, buying an estimated $4.46K and bringing the position to 8,580 shares worth $324K. The position accounts for 0.23% of the portfolio, ranked #130.

KLR Investment Advisors first reported a position in BAC in Q4 2023 and has held it in 2 quarters since. 2,918 funds tracked by Wall St. Rank hold BAC as of Q1 2024.

  • KLR Investment Advisors held 8,580 shares of Bank of America worth $324K as of Q1 2024.
  • KLR Investment Advisors bought 130 Bank of America shares in Q1 2024, an estimated $4.46K.
  • Bank of America made up 0.23% of KLR Investment Advisors's portfolio in Q1 2024, its #130 holding.
  • KLR Investment Advisors first reported a position in Bank of America in Q4 2023 and has held it in 2 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Bank of America as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.