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New Potomac Partners’s Bank of America BAC Stock Holding History

New Potomac Partners’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 		$123K Buy
+3,108
New +$125K 0.06% 96
2019
Q1 		– Sell
-1,000
Closed -$25K – 141
2018
Q4 		$25K Hold
1,000
– – 0.03% 118
2018
Q3 		$29K Hold
1,000
– – 0.03% 115
2018
Q2 		$28K Hold
1,000
– – 0.03% 116
2018
Q1 		$30K Hold
1,000
– – 0.03% 114
2017
Q4 		$30K Buy
+1,000
New +$27.6K 0.03% 111

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

New Potomac Partners's BAC Position: Q3 2024 in Review

New Potomac Partners opened a new position in Bank of America (BAC) in Q3 2024: 3,108 shares worth $123K. The stake represents 0.06% of the portfolio and ranks #96 among its holdings. This is a return to the name: New Potomac Partners previously reported a position in BAC as recently as Q4 2018.

New Potomac Partners first reported a position in BAC in Q4 2017 and has held it in 6 quarters since. 2,985 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

  • New Potomac Partners held 3,108 shares of Bank of America worth $123K as of Q3 2024.
  • Bank of America was a new New Potomac Partners position in Q3 2024.
  • Bank of America made up 0.06% of New Potomac Partners's portfolio in Q3 2024, its #96 holding.
  • New Potomac Partners first reported a position in Bank of America in Q4 2017 and has held it in 6 quarters since.
  • 2,985 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.