SWM
BAC icon

Sugarloaf Wealth Management’s Bank of America BAC Stock Holding History

Sugarloaf 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
Q4 		$1.83M Sell
41,667
-267
-0.6% -$11.7K 0.35% 37
2024
Q3 		$1.66M Sell
41,934
-168
-0.4% -$6.73K 0.31% 41
2024
Q2 		$1.67M Buy
42,102
+9,637
+30% +$369K 0.34% 40
2024
Q1 		$1.23M Sell
32,465
-428
-1% -$14.7K 0.26% 47
2023
Q4 		$1.11M Sell
32,893
-7
-0% -$204 0.27% 49
2023
Q3 		$901K Sell
32,900
-943
-3% -$27.9K 0.23% 56
2023
Q2 		$971K Sell
33,843
-4,065
-11% -$116K 0.23% 54
2023
Q1 		$1.08M Buy
37,908
+326
+0.9% +$10.8K 0.27% 47
2022
Q4 		$1.24M Sell
37,582
-39,035
-51% -$1.34M 0.31% 39
2022
Q3 		$2.31M Buy
76,617
+3,015
+4% +$101K 0.59% 23
2022
Q2 		$2.29M Buy
73,602
+1,449
+2% +$52.2K 0.57% 25
2022
Q1 		$2.97M Sell
72,153
-577
-0.8% -$26K 0.7% 21
2021
Q4 		$3.24M Sell
72,730
-206
-0.3% -$9.38K 0.77% 18
2021
Q3 		$3.1M Sell
72,936
-1,575
-2% -$63.4K 0.81% 16
2021
Q2 		$3.07M Sell
74,511
-752
-1% -$30.8K 0.84% 15
2021
Q1 		$2.91K Buy
75,263
+1,045
+1% +$36.1K 0.87% 17
2020
Q4 		$2.25M Sell
74,218
-2,440
-3% -$65.4K 0.75% 22
2020
Q3 		$1.85M Sell
76,658
-2,142
-3% -$53.3K 0.67% 23
2020
Q2 		$1.87M Buy
78,800
+775
+1% +$18.3K 0.72% 21
2020
Q1 		$1.66M Sell
78,025
-1,207
-2% -$36.2K 0.74% 22
2019
Q4 		$2.79M Buy
+79,232
New +$2.56M 1.19% 17

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's BAC Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Bank of America (BAC) stake by 0.64% in Q4 2024, selling an estimated $11.7K and leaving 41,667 shares worth $1.83M. The position accounts for 0.35% of the portfolio, ranked #37.

Sugarloaf Wealth Management first reported a position in BAC in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.24M in Q4 2021. 3,266 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Sugarloaf Wealth Management held 41,667 shares of Bank of America worth $1.83M as of Q4 2024.
  • Sugarloaf Wealth Management sold 267 Bank of America shares in Q4 2024, an estimated $11.7K.
  • Bank of America made up 0.35% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #37 holding.
  • Sugarloaf Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Bank of America position peaked at $3.24M in Q4 2021.
  • 3,266 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.