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Livelsberger Financial Advisory’s Bank of America BAC Stock Holding History

Livelsberger Financial Advisory’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
Q2 		– Sell
-847
Closed -$32.5K – 15
2024
Q1 		$32.5K Buy
847
+6
+0.7% +$206 0.39% 14
2023
Q4 		$28.3K Buy
+841
New +$24.5K 0.03% 195

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Livelsberger Financial Advisory's BAC Position: Q2 2024 in Review

Livelsberger Financial Advisory sold out of Bank of America (BAC) in Q2 2024, closing a stake of 847 shares — an estimated $32.5K sold.

Livelsberger Financial Advisory first reported a position in BAC in Q4 2023 and held it in 2 quarters. The position peaked at $32.5K in Q1 2024. 2,949 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

  • Livelsberger Financial Advisory reported no remaining Bank of America position as of Q2 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 847 Bank of America shares in Q2 2024, an estimated $32.5K.
  • Livelsberger Financial Advisory first reported a position in Bank of America in Q4 2023 and held it in 2 quarters.
  • Livelsberger Financial Advisory's Bank of America position peaked at $32.5K in Q1 2024.
  • 2,949 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q2 2024, filed 5 Aug 2024.