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Lake Street Advisors Group’s Bank of America BAC Stock Holding History

Lake Street Advisors 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 		$2.7M Buy
61,324
+1,657
+3% +$72.9K 0.12% 107
2024
Q3 		$2.37M Buy
59,667
+1,663
+3% +$66.6K 0.11% 107
2024
Q2 		$2.31M Sell
58,004
-1,141
-2% -$43.7K 0.11% 118
2024
Q1 		$2.24M Buy
59,145
+2,620
+5% +$89.9K 0.1% 128
2023
Q4 		$1.9M Buy
56,525
+3,083
+6% +$89.8K 0.1% 142
2023
Q3 		$1.46M Sell
53,442
-311
-0.6% -$9.2K 0.09% 135
2023
Q2 		$1.54M Sell
53,753
-911
-2% -$26K 0.09% 143
2023
Q1 		$1.56M Sell
54,664
-2,934
-5% -$96.9K 0.1% 130
2022
Q4 		$1.91M Buy
57,598
+1,062
+2% +$36.6K 0.13% 109
2022
Q3 		$1.71M Buy
56,536
+2,157
+4% +$72.1K 0.12% 114
2022
Q2 		$1.69M Sell
54,379
-1,129
-2% -$40.6K 0.12% 112
2022
Q1 		$2.29M Buy
55,508
+1,719
+3% +$77.6K 0.15% 97
2021
Q4 		$2.39M Buy
53,789
+887
+2% +$40.4K 0.15% 96
2021
Q3 		$2.25M Buy
52,902
+12,075
+30% +$486K 0.24% 69
2021
Q2 		$1.72M Buy
40,827
+178
+0.4% +$7.3K 0.13% 77
2021
Q1 		$1.57M Buy
40,649
+1,430
+4% +$49.3K 0.13% 71
2020
Q4 		$1.19M Sell
39,219
-1,392
-3% -$37.3K 0.1% 89
2020
Q3 		$978K Buy
40,611
+787
+2% +$19.6K 0.09% 98
2020
Q2 		$946K Buy
39,824
+4,367
+12% +$103K 0.1% 85
2020
Q1 		$753K Sell
35,457
-6,225
-15% -$187K 0.09% 85
2019
Q4 		$1.47M Buy
41,682
+2,110
+5% +$68.2K 0.14% 56
2019
Q3 		$1.1M Buy
39,572
+914
+2% +$26.3K 0.12% 57
2019
Q2 		$1.12M Buy
38,658
+4,148
+12% +$120K 0.12% 58
2019
Q1 		$952K Buy
34,510
+117
+0.3% +$3.31K 0.1% 64
2018
Q4 		$847K Buy
34,393
+2,283
+7% +$61.9K 0.1% 61
2018
Q3 		$946K Sell
32,110
-12,860
-29% -$392K 0.1% 57
2018
Q2 		$1.27M Sell
44,970
-1,831
-4% -$54.6K 0.13% 60
2018
Q1 		$1.4M Buy
+46,801
New +$1.47M 0.16% 45

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

Lake Street Advisors Group's BAC Position: Q4 2024 in Review

Lake Street Advisors Group increased its Bank of America (BAC) stake by 2.8% in Q4 2024, buying an estimated $72.9K and bringing the position to 61,324 shares worth $2.7M. The position accounts for 0.12% of the portfolio, ranked #107.

Lake Street Advisors Group first reported a position in BAC in Q1 2018 and has held it in 28 quarters since. 3,267 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Lake Street Advisors Group held 61,324 shares of Bank of America worth $2.7M as of Q4 2024.
  • Lake Street Advisors Group bought 1,657 Bank of America shares in Q4 2024, an estimated $72.9K.
  • Bank of America made up 0.12% of Lake Street Advisors Group's portfolio in Q4 2024, its #107 holding.
  • Lake Street Advisors Group first reported a position in Bank of America in Q1 2018 and has held it in 28 quarters since.
  • 3,267 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.