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Raymond James & Associates’s Bank of America BAC Stock Holding History

Raymond James & Associates’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
2023
Q2 		– Sell
-100
Closed -$3K – 3841
2023
Q1 		$3K Buy
+100
New +$3.3K ﹤0.01% 3863
2019
Q1 		– Sell
-40,000
Closed -$39K – 3621
2018
Q4 		$39K Buy
+40,000
New +$1.09M ﹤0.01% 3404

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Raymond James & Associates's BAC Position: Q3 2024 in Review

Raymond James & Associates increased its Bank of America (BAC) stake by 4.2% in Q3 2024, buying an estimated $13.5M and bringing the position to 8,424,326 shares worth $334M. The position accounts for 0.2% of the portfolio, ranked #90.

Raymond James & Associates first reported a position in BAC in Q2 2013 and has held it in 46 quarters since. The position peaked at $358M in Q1 2024. 2,979 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

  • Raymond James & Associates held 8,424,326 shares of Bank of America worth $334M as of Q3 2024.
  • Raymond James & Associates bought 336,732 Bank of America shares in Q3 2024, an estimated $13.5M.
  • Bank of America made up 0.2% of Raymond James & Associates's portfolio in Q3 2024, its #90 holding.
  • Raymond James & Associates first reported a position in Bank of America in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's Bank of America position peaked at $358M in Q1 2024.
  • 2,979 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.