MFA Wealth Advisors’s Bank of America BAC Stock Holding History

MFA Wealth 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 Q4	–	Sell	-1,008	Closed	-$40K	–	100
2024 Q3	$40K	Buy	1,008 +200	+25%	+$8.02K	0.01%	195
2024 Q2	$32.1K	Buy	+808	New	+$31K	0.01%	220

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

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

Norges Bank Oslo, Norway $935B AUM

MFA Wealth Advisors's BAC Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Bank of America (BAC) in Q4 2024, closing a stake of 1,008 shares — an estimated $40K sold.

MFA Wealth Advisors first reported a position in BAC in Q2 2024 and held it in 2 quarters. The position peaked at $40K in Q3 2024. 3,267 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

MFA Wealth Advisors reported no remaining Bank of America position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 1,008 Bank of America shares in Q4 2024, an estimated $40K.
MFA Wealth Advisors first reported a position in Bank of America in Q2 2024 and held it in 2 quarters.
MFA Wealth Advisors's Bank of America position peaked at $40K in Q3 2024.
3,267 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.