Mittelman Wealth Management’s Bank of America BAC Stock Holding History

Mittelman Wealth Management’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 Q3	–	Sell	-26,849	Closed	-$1.07M	–	34
2024 Q2	$1.07M	Sell	26,849 -334	-1%	-$12.8K	0.69%	35
2024 Q1	$1.03M	Buy	+27,183	New	+$933K	0.7%	36

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

Norges Bank Oslo, Norway $935B AUM

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

Mittelman Wealth Management's BAC Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Bank of America (BAC) in Q3 2024, closing a stake of 26,849 shares — an estimated $1.07M sold.

Mittelman Wealth Management first reported a position in BAC in Q1 2024 and held it in 2 quarters. The position peaked at $1.07M in Q2 2024. 2,979 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

Mittelman Wealth Management reported no remaining Bank of America position as of Q3 2024 after selling out during the quarter.
Mittelman Wealth Management sold 26,849 Bank of America shares in Q3 2024, an estimated $1.07M.
Mittelman Wealth Management first reported a position in Bank of America in Q1 2024 and held it in 2 quarters.
Mittelman Wealth Management's Bank of America position peaked at $1.07M in Q2 2024.
2,979 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.