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SpiderRock Advisors’s Bank of America BAC Stock Holding History

SpiderRock 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 		– Hold
0
– -$482K – 52
2017
Q3 		– Hold
0
– – – 44
2017
Q2 		– Hold
0
– – – 55
2017
Q1 		– Hold
0
– – – 373

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

SpiderRock Advisors's BAC Position: Q3 2024 in Review

SpiderRock Advisors reduced its Bank of America (BAC) stake by 9.9% in Q3 2024, selling an estimated $987K and leaving 223,651 shares worth $8.87M. The position accounts for 0.14% of the portfolio, ranked #116.

SpiderRock Advisors first reported a position in BAC in Q1 2024 and has held it in 3 quarters since. The position peaked at $9.87M in Q2 2024. 2,979 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

  • SpiderRock Advisors held 223,651 shares of Bank of America worth $8.87M as of Q3 2024.
  • SpiderRock Advisors sold 24,634 Bank of America shares in Q3 2024, an estimated $987K.
  • Bank of America made up 0.14% of SpiderRock Advisors's portfolio in Q3 2024, its #116 holding.
  • SpiderRock Advisors first reported a position in Bank of America in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Bank of America position peaked at $9.87M in Q2 2024.
  • 2,979 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.