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Naples Money Management’s Bank of America BAC Stock Holding History

Naples Money 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 		$95.1K Hold
2,397
– – 0.08% 69
2024
Q2 		$95.9K Buy
2,397
+180
+8% +$6.9K 0.08% 66
2024
Q1 		$84.1K Sell
2,217
-400
-15% -$13.7K 0.08% 74
2023
Q4 		$88.1K Buy
+2,617
New +$76.2K 0.08% 76

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

Naples Money Management's BAC Position: Q3 2024 in Review

Naples Money Management held its Bank of America (BAC) position steady in Q3 2024 at 2,397 shares worth $95.1K. The position accounts for 0.08% of the portfolio, ranked #69.

Naples Money Management first reported a position in BAC in Q4 2023 and has held it in 4 quarters since. The position peaked at $95.9K in Q2 2024. 2,980 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

  • Naples Money Management held 2,397 shares of Bank of America worth $95.1K as of Q3 2024.
  • Naples Money Management left its Bank of America share count unchanged in Q3 2024.
  • Bank of America made up 0.08% of Naples Money Management's portfolio in Q3 2024, its #69 holding.
  • Naples Money Management first reported a position in Bank of America in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Bank of America position peaked at $95.9K in Q2 2024.
  • 2,980 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.