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Redwood Wealth Management Group’s Bank of America BAC Stock Holding History

Redwood Wealth Management 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 		– Sell
-1,908
Closed -$75.9K – 246
2024
Q2 		$75.9K Buy
+1,908
New +$73.1K 0.06% 240

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 $3.38T AUM 44.17% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Redwood Wealth Management Group's BAC Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Bank of America (BAC) in Q3 2024, closing a stake of 1,908 shares — an estimated $75.9K sold.

Redwood Wealth Management Group first reported a position in BAC in Q2 2024 and held it in 1 quarter. The position peaked at $75.9K in Q2 2024. 2,986 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Bank of America position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,908 Bank of America shares in Q3 2024, an estimated $75.9K.
  • Redwood Wealth Management Group first reported a position in Bank of America in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Bank of America position peaked at $75.9K in Q2 2024.
  • 2,986 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.