Peterson Financial Group’s Bank of America BAC Stock Holding History

Peterson Financial Group’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	$13K	Buy	+327	New	+$13.1K	0.05%	183
2023 Q1	–	Sell	-46,168	Closed	-$1.53M	–	26
2022 Q4	$1.53M	Sell	46,168 -25,632	-36%	-$883K	2.02%	12
2022 Q3	$2.17M	Buy	71,800 +1,428	+2%	+$47.7K	2.11%	10
2022 Q2	$2.19M	Buy	70,372 +6,768	+11%	+$244K	2.06%	10
2022 Q1	$2.62M	Buy	63,604 +3,792	+6%	+$171K	2.17%	9
2021 Q4	$2.66M	Buy	+59,812	New	+$2.72M	2.17%	9

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Peterson Financial Group's BAC Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Bank of America (BAC) in Q3 2024: 327 shares worth $13K. The stake represents 0.05% of the portfolio and ranks #183 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in BAC as recently as Q4 2022.

Peterson Financial Group first reported a position in BAC in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.66M in Q4 2021. 2,980 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

Peterson Financial Group held 327 shares of Bank of America worth $13K as of Q3 2024.
Bank of America was a new Peterson Financial Group position in Q3 2024.
Bank of America made up 0.05% of Peterson Financial Group's portfolio in Q3 2024, its #183 holding.
Peterson Financial Group first reported a position in Bank of America in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's Bank of America position peaked at $2.66M in Q4 2021.
2,980 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.