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Level Financial Advisors’s Bank of America BAC Stock Holding History

Level Financial 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 		– Sell
-1,004
Closed -$33.8K – 92
2023
Q4 		$33.8K Hold
1,004
– – 0.02% 135
2023
Q3 		$27.5K Hold
1,004
– – 0.02% 135
2023
Q2 		$28.8K Hold
1,004
– – 0.02% 134
2023
Q1 		$28.7K Sell
1,004
-25
-2% -$825 0.02% 118
2022
Q4 		$34K Buy
1,029
+25
+2% +$861 0.02% 109
2022
Q3 		$30K Hold
1,004
– – 0.02% 120
2022
Q2 		$31K Hold
1,004
– – 0.02% 127
2022
Q1 		$41K Sell
1,004
-124
-11% -$5.59K 0.03% 103
2021
Q4 		$50K Buy
+1,128
New +$51.4K 0.04% 94

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

Level Financial Advisors's BAC Position: Q1 2024 in Review

Level Financial Advisors sold out of Bank of America (BAC) in Q1 2024, closing a stake of 1,004 shares — an estimated $33.8K sold.

Level Financial Advisors first reported a position in BAC in Q4 2021 and held it in 9 quarters. The position peaked at $50K in Q4 2021. 2,918 funds tracked by Wall St. Rank hold BAC as of Q1 2024.

  • Level Financial Advisors reported no remaining Bank of America position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 1,004 Bank of America shares in Q1 2024, an estimated $33.8K.
  • Level Financial Advisors first reported a position in Bank of America in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Bank of America position peaked at $50K in Q4 2021.
  • 2,918 funds tracked by Wall St. Rank held Bank of America as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.