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RE Dickinson Investment Advisors’s Bank of America BAC Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$123K Hold
2,793
– – 0.07% 61
2024
Q3 		$111K Sell
2,793
-385
-12% -$15.4K 0.06% 62
2024
Q2 		$126K Buy
3,178
+33
+1% +$1.26K 0.08% 62
2024
Q1 		$119K Hold
3,145
– – 0.07% 56
2023
Q4 		$106K Hold
3,145
– – 0.07% 58
2023
Q3 		$86K Buy
3,145
+300
+11% +$8.88K 0.06% 61
2023
Q2 		$82K Hold
2,845
– – 0.03% 124
2023
Q1 		$81K Hold
2,845
– – 0.03% 132
2022
Q4 		$94K Buy
2,845
+1,725
+154% +$59.4K 0.04% 113
2022
Q3 		$34K Hold
1,120
– – 0.03% 86
2022
Q2 		$35K Sell
1,120
-112
-9% -$4.03K 0.01% 94
2022
Q1 		$51K Buy
1,232
+112
+10% +$5.05K 0.03% 85
2021
Q4 		$50K Buy
+1,120
New +$51K 0.04% 84

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

RE Dickinson Investment Advisors's BAC Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Bank of America (BAC) position steady in Q4 2024 at 2,793 shares worth $123K. The position accounts for 0.07% of the portfolio, ranked #61.

RE Dickinson Investment Advisors first reported a position in BAC in Q4 2021 and has held it in 13 quarters since. The position peaked at $126K in Q2 2024. 3,274 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • RE Dickinson Investment Advisors held 2,793 shares of Bank of America worth $123K as of Q4 2024.
  • RE Dickinson Investment Advisors left its Bank of America share count unchanged in Q4 2024.
  • Bank of America made up 0.07% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #61 holding.
  • RE Dickinson Investment Advisors first reported a position in Bank of America in Q4 2021 and has held it in 13 quarters since.
  • RE Dickinson Investment Advisors's Bank of America position peaked at $126K in Q2 2024.
  • 3,274 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.