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Northwest Financial Advisors’s Bank of America BAC Stock Holding History

Northwest Financial 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
-693
Closed -$27.5K – 148
2024
Q3 		$27.5K Buy
+693
New +$27.8K 0.02% 290
2024
Q1 		– Sell
-2,236
Closed -$75.3K – 128
2023
Q4 		$75.3K Buy
+2,236
New +$65.1K 0.06% 170

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Northwest Financial Advisors's BAC Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Bank of America (BAC) in Q4 2024, closing a stake of 693 shares — an estimated $27.5K sold.

Northwest Financial Advisors first reported a position in BAC in Q4 2023 and held it in 2 quarters. The position peaked at $75.3K in Q4 2023. 3,267 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Bank of America position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 693 Bank of America shares in Q4 2024, an estimated $27.5K.
  • Northwest Financial Advisors first reported a position in Bank of America in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Bank of America position peaked at $75.3K in Q4 2023.
  • 3,267 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.