PPP
BAC icon

Private Portfolio Partners’s Bank of America BAC Stock Holding History

Private Portfolio 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
Q4 		$584K Sell
13,276
-320
-2% -$14.1K 0.11% 145
2024
Q3 		$539K Buy
+13,596
New +$545K 0.1% 153
2024
Q2 		– Sell
-12,191
Closed -$462K – 104
2024
Q1 		$462K Sell
12,191
-1,201
-9% -$41.2K 0.1% 162
2023
Q4 		$451K Buy
13,392
+519
+4% +$15.1K 0.1% 157
2023
Q3 		$352K Sell
12,873
-607
-5% -$18K 0.09% 177
2023
Q2 		$387K Sell
13,480
-7,762
-37% -$221K 0.1% 167
2023
Q1 		$608K Buy
21,242
+1,132
+6% +$37.4K 0.16% 103
2022
Q4 		$666K Buy
20,110
+1,048
+5% +$36.1K 0.18% 105
2022
Q3 		$576K Buy
19,062
+891
+5% +$29.8K 0.16% 116
2022
Q2 		$566K Buy
18,171
+1,467
+9% +$52.8K 0.16% 117
2022
Q1 		$689K Buy
16,704
+3,458
+26% +$156K 0.17% 117
2021
Q4 		$589K Buy
13,246
+40
+0.3% +$1.82K 0.15% 130
2021
Q3 		$561K Buy
13,206
+11
+0.1% +$443 0.16% 128
2021
Q2 		$544K Sell
13,195
-58
-0.4% -$2.38K 0.16% 126
2021
Q1 		$513K Buy
13,253
+132
+1% +$4.55K 0.17% 114
2020
Q4 		$398K Sell
13,121
-19,757
-60% -$530K 0.14% 137
2020
Q3 		$792K Buy
32,878
+1,080
+3% +$26.9K 0.32% 73
2020
Q2 		$755K Sell
31,798
-4,982
-14% -$118K 0.35% 69
2020
Q1 		$781K Sell
36,780
-1,671
-4% -$50.1K 0.42% 65
2019
Q4 		$1.35M Sell
38,451
-14
-0% -$452 0.59% 45
2019
Q3 		$1.12M Sell
38,465
-3,181
-8% -$91.5K 0.53% 52
2019
Q2 		$1.21M Buy
41,646
+17,198
+70% +$496K 0.52% 55
2019
Q1 		$675K Buy
24,448
+103
+0.4% +$2.91K 0.36% 72
2018
Q4 		$600K Buy
+24,345
New +$660K 0.37% 73

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

Private Portfolio Partners's BAC Position: Q4 2024 in Review

Private Portfolio Partners reduced its Bank of America (BAC) stake by 2.4% in Q4 2024, selling an estimated $14.1K and leaving 13,276 shares worth $584K. The position accounts for 0.11% of the portfolio, ranked #145.

Private Portfolio Partners first reported a position in BAC in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.35M in Q4 2019. 3,266 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Private Portfolio Partners held 13,276 shares of Bank of America worth $584K as of Q4 2024.
  • Private Portfolio Partners sold 320 Bank of America shares in Q4 2024, an estimated $14.1K.
  • Bank of America made up 0.11% of Private Portfolio Partners's portfolio in Q4 2024, its #145 holding.
  • Private Portfolio Partners first reported a position in Bank of America in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's Bank of America position peaked at $1.35M in Q4 2019.
  • 3,266 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.