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

Kolinsky 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 Q4	$389K	Buy	8,845 +67	+0.8%	+$2.95K	0.24%	89
2024 Q3	$348K	Buy	8,778 +493	+6%	+$19.8K	0.23%	103
2024 Q2	$329K	Buy	8,285 +246	+3%	+$9.43K	0.24%	99
2024 Q1	$305K	Buy	8,039 +154	+2%	+$5.29K	0.23%	102
2023 Q4	$265K	Sell	7,885 -479	-6%	-$13.9K	0.23%	106
2023 Q3	$229K	Sell	8,364 -987	-11%	-$29.2K	0.23%	112
2023 Q2	$268K	Sell	9,351 -2,304	-20%	-$65.7K	0.25%	98
2023 Q1	$333K	Sell	11,655 -302	-3%	-$9.97K	0.35%	69
2022 Q4	$396K	Buy	11,957 +170	+1%	+$5.86K	0.45%	49
2022 Q3	$356K	Buy	11,787 +127	+1%	+$4.25K	0.45%	46
2022 Q2	$363K	Sell	11,660 -1,878	-14%	-$67.6K	0.43%	51
2022 Q1	$558K	Buy	13,538 +6	+0%	+$271	0.55%	31
2021 Q4	$602K	Buy	+13,532	New	+$616K	0.56%	31

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kolinsky Wealth Management's BAC Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Bank of America (BAC) stake by 0.76% in Q4 2024, buying an estimated $2.95K and bringing the position to 8,845 shares worth $389K. The position accounts for 0.24% of the portfolio, ranked #89.

Kolinsky Wealth Management first reported a position in BAC in Q4 2021 and has held it in 13 quarters since. The position peaked at $602K in Q4 2021. 3,274 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

Kolinsky Wealth Management held 8,845 shares of Bank of America worth $389K as of Q4 2024.
Kolinsky Wealth Management bought 67 Bank of America shares in Q4 2024, an estimated $2.95K.
Bank of America made up 0.24% of Kolinsky Wealth Management's portfolio in Q4 2024, its #89 holding.
Kolinsky Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 13 quarters since.
Kolinsky Wealth Management's Bank of America position peaked at $602K in Q4 2021.
3,274 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.