LWM Advisory Services’s Bank of America BAC Stock Holding History

LWM Advisory Services’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
2023 Q4	–	Sell	-500	Closed	-$13.7K	–	85
2023 Q3	$13.7K	Buy	+500	New	+$14.8K	0.01%	122
2022 Q4	–	Sell	-17,479	Closed	-$543K	–	84
2022 Q3	$543K	Buy	17,479 +1,722	+11%	+$57.6K	0.61%	47
2022 Q2	$491K	Buy	15,757 +890	+6%	+$32K	0.59%	49
2022 Q1	$611K	Buy	14,867 +3,070	+26%	+$139K	0.76%	37
2021 Q4	$525K	Buy	+11,797	New	+$537K	0.65%	43

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LWM Advisory Services's BAC Position: Q4 2023 in Review

LWM Advisory Services sold out of Bank of America (BAC) in Q4 2023, closing a stake of 500 shares — an estimated $13.7K sold.

LWM Advisory Services first reported a position in BAC in Q4 2021 and held it in 5 quarters. The position peaked at $611K in Q1 2022. 2,854 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

LWM Advisory Services reported no remaining Bank of America position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 500 Bank of America shares in Q4 2023, an estimated $13.7K.
LWM Advisory Services first reported a position in Bank of America in Q4 2021 and held it in 5 quarters.
LWM Advisory Services's Bank of America position peaked at $611K in Q1 2022.
2,854 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.