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Peninsula Wealth’s Bank of America BAC Stock Holding History

Peninsula Wealth’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 		$207K Sell
4,717
-132
-3% -$5.81K 0.04% 102
2024
Q3 		$208K Buy
+4,849
New +$194K 0.04% 95

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

Peninsula Wealth's BAC Position: Q4 2024 in Review

Peninsula Wealth reduced its Bank of America (BAC) stake by 2.7% in Q4 2024, selling an estimated $5.81K and leaving 4,717 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #102.

Peninsula Wealth first reported a position in BAC in Q3 2024 and has held it in 2 quarters since. The position peaked at $208K in Q3 2024. 3,266 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Peninsula Wealth held 4,717 shares of Bank of America worth $207K as of Q4 2024.
  • Peninsula Wealth sold 132 Bank of America shares in Q4 2024, an estimated $5.81K.
  • Bank of America made up 0.04% of Peninsula Wealth's portfolio in Q4 2024, its #102 holding.
  • Peninsula Wealth first reported a position in Bank of America in Q3 2024 and has held it in 2 quarters since.
  • Peninsula Wealth's Bank of America position peaked at $208K in Q3 2024.
  • 3,266 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.