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Steward Partners Investment Solutions’s Bank of America BAC Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$538K Buy
14,183
+4,899
+53% +$168K 0.09% 148
2023
Q4 		$313K Buy
+9,284
New +$270K 0.13% 114

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State Street
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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

Steward Partners Investment Solutions's BAC Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Bank of America (BAC) stake by 53% in Q1 2024, buying an estimated $168K and bringing the position to 14,183 shares worth $538K. The position accounts for 0.09% of the portfolio, ranked #148.

Steward Partners Investment Solutions first reported a position in BAC in Q4 2023 and has held it in 2 quarters since. 2,919 funds tracked by Wall St. Rank hold BAC as of Q1 2024.

  • Steward Partners Investment Solutions held 14,183 shares of Bank of America worth $538K as of Q1 2024.
  • Steward Partners Investment Solutions bought 4,899 Bank of America shares in Q1 2024, an estimated $168K.
  • Bank of America made up 0.09% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #148 holding.
  • Steward Partners Investment Solutions first reported a position in Bank of America in Q4 2023 and has held it in 2 quarters since.
  • 2,919 funds tracked by Wall St. Rank held Bank of America as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.