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Milestone Investment Advisors’s Bank of America BAC Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-211
Closed -$5.78K – 156
2023
Q3 		$5.78K Buy
+211
New +$6.24K ﹤0.01% 320
2023
Q2 		– Sell
-208
Closed -$5.95K – 151
2023
Q1 		$5.95K Buy
+208
New +$6.87K ﹤0.01% 321

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Milestone Investment Advisors's BAC Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Bank of America (BAC) in Q4 2023, closing a stake of 211 shares — an estimated $5.78K sold.

Milestone Investment Advisors first reported a position in BAC in Q1 2023 and held it in 2 quarters. The position peaked at $5.95K in Q1 2023. 2,855 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Bank of America position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 211 Bank of America shares in Q4 2023, an estimated $5.78K.
  • Milestone Investment Advisors first reported a position in Bank of America in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Bank of America position peaked at $5.95K in Q1 2023.
  • 2,855 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.