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

Partnership 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
Q4 		– Sell
-235
Closed -$9.31K – 80
2024
Q3 		$9.31K Buy
235
+2
+0.9% +$80 0.01% 165
2024
Q2 		$9.27K Buy
233
+3
+1% +$115 0.01% 195
2024
Q1 		$8.73K Hold
230
– – 0.01% 195
2023
Q4 		$7.83K Buy
+230
New +$6.7K 0.01% 195

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

Partnership Wealth Management's BAC Position: Q4 2024 in Review

Partnership Wealth Management sold out of Bank of America (BAC) in Q4 2024, closing a stake of 235 shares — an estimated $9.31K sold.

Partnership Wealth Management first reported a position in BAC in Q4 2023 and held it in 4 quarters. The position peaked at $9.31K in Q3 2024. 3,266 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Partnership Wealth Management reported no remaining Bank of America position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 235 Bank of America shares in Q4 2024, an estimated $9.31K.
  • Partnership Wealth Management first reported a position in Bank of America in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Bank of America position peaked at $9.31K in Q3 2024.
  • 3,266 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.