L. Roy Papp & Associates’s Bank of America BAC Stock Holding History

L. Roy Papp & Associates’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 Q3	–	Sell	-5,326	Closed	-$212K	–	178
2024 Q2	$212K	Hold	5,326	–	–	0.03%	170
2024 Q1	$202K	Buy	+5,326	New	+$183K	0.02%	176

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

L. Roy Papp & Associates's BAC Position: Q3 2024 in Review

L. Roy Papp & Associates sold out of Bank of America (BAC) in Q3 2024, closing a stake of 5,326 shares — an estimated $212K sold.

L. Roy Papp & Associates first reported a position in BAC in Q1 2024 and held it in 2 quarters. The position peaked at $212K in Q2 2024. 2,979 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

L. Roy Papp & Associates reported no remaining Bank of America position as of Q3 2024 after selling out during the quarter.
L. Roy Papp & Associates sold 5,326 Bank of America shares in Q3 2024, an estimated $212K.
L. Roy Papp & Associates first reported a position in Bank of America in Q1 2024 and held it in 2 quarters.
L. Roy Papp & Associates's Bank of America position peaked at $212K in Q2 2024.
2,979 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on L. Roy Papp & Associates's 13F filing for Q3 2024, filed 24 Oct 2024.