Strait & Sound Wealth Management’s Bank of America BAC Stock Holding History

Strait & Sound Wealth Management’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	-7,088	Closed	-$282K	–	142
2024 Q2	$282K	Sell	7,088 -1,395	-16%	-$53.5K	0.14%	115
2024 Q1	$308K	Buy	8,483 +525	+7%	+$18K	0.17%	93
2023 Q4	$253K	Sell	7,958 -275	-3%	-$8.01K	0.16%	110
2023 Q3	$225K	Buy	+8,233	New	+$244K	0.19%	116

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

Strait & Sound Wealth Management's BAC Position: Q3 2024 in Review

Strait & Sound Wealth Management sold out of Bank of America (BAC) in Q3 2024, closing a stake of 7,088 shares — an estimated $282K sold.

Strait & Sound Wealth Management first reported a position in BAC in Q3 2023 and held it in 4 quarters. The position peaked at $308K in Q1 2024. 2,979 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

Strait & Sound Wealth Management reported no remaining Bank of America position as of Q3 2024 after selling out during the quarter.
Strait & Sound Wealth Management sold 7,088 Bank of America shares in Q3 2024, an estimated $282K.
Strait & Sound Wealth Management first reported a position in Bank of America in Q3 2023 and held it in 4 quarters.
Strait & Sound Wealth Management's Bank of America position peaked at $308K in Q1 2024.
2,979 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on Strait & Sound Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.