Raymond James Financial Services Advisors’s Bank of America BAC Stock Holding History

Raymond James Financial Services Advisors’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
2017 Q4	–	Sell	-33,300	Closed	-$4K	–	2543
2017 Q3	$4K	Buy	+33,300	New	+$808K	﹤0.01%	2556
2017 Q1	–	Sell	-15,000	Closed	-$2K	–	2434
2016 Q4	$2K	Buy	+15,000	New	+$289K	﹤0.01%	2343
2016 Q3	–	Sell	-15,000	Closed	-$7K	–	2314
2016 Q2	$7K	Buy	+15,000	New	+$211K	﹤0.01%	2267

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

Raymond James Financial Services Advisors's BAC Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Bank of America (BAC) stake by 3.8% in Q3 2024, selling an estimated $4.19M and leaving 2,609,024 shares worth $104M. The position accounts for 0.14% of the portfolio, ranked #146.

Raymond James Financial Services Advisors first reported a position in BAC in Q2 2013 and has held it in 46 quarters since. The position peaked at $123M in Q4 2021. 2,980 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

Raymond James Financial Services Advisors held 2,609,024 shares of Bank of America worth $104M as of Q3 2024.
Raymond James Financial Services Advisors sold 104,432 Bank of America shares in Q3 2024, an estimated $4.19M.
Bank of America made up 0.14% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #146 holding.
Raymond James Financial Services Advisors first reported a position in Bank of America in Q2 2013 and has held it in 46 quarters since.
Raymond James Financial Services Advisors's Bank of America position peaked at $123M in Q4 2021.
2,980 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.