SIMA Wealth Partners’s Bank of America BAC Stock Holding History

SIMA Wealth 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 Q3	–	Sell	-9	Closed	-$358	–	145
2024 Q2	$358	Buy	+9	New	+$345	﹤0.01%	167

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

SIMA Wealth Partners's BAC Position: Q3 2024 in Review

SIMA Wealth Partners sold out of Bank of America (BAC) in Q3 2024, closing a stake of 9 shares — an estimated $358 sold.

SIMA Wealth Partners first reported a position in BAC in Q2 2024 and held it in 1 quarter. The position peaked at $358 in Q2 2024. 2,979 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

SIMA Wealth Partners reported no remaining Bank of America position as of Q3 2024 after selling out during the quarter.
SIMA Wealth Partners sold 9 Bank of America shares in Q3 2024, an estimated $358.
SIMA Wealth Partners first reported a position in Bank of America in Q2 2024 and held it in 1 quarter.
SIMA Wealth Partners's Bank of America position peaked at $358 in Q2 2024.
2,979 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on SIMA Wealth Partners's 13F filing for Q3 2024, filed 15 Jun 2026.