Sutton Wealth Advisors’s Bank of America BAC Stock Holding History

Sutton Wealth 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
2023 Q3	$1.02M	Sell	37,098 -266	-0.7%	-$7.87K	0.5%	38
2023 Q2	$1.07M	Sell	37,364 -4,084	-10%	-$117K	0.52%	35
2023 Q1	$1.19M	Sell	41,448 -40,935	-50%	-$1.35M	0.63%	30
2022 Q4	$2.73M	Buy	82,383 +1,311	+2%	+$45.2K	1.04%	20
2022 Q3	$2.45M	Sell	81,072 -380	-0.5%	-$12.7K	1%	23
2022 Q2	$2.54M	Buy	81,452 +1,569	+2%	+$56.5K	1.01%	20
2022 Q1	$3.29M	Buy	79,883 +131	+0.2%	+$5.91K	1.13%	19
2021 Q4	$3.55M	Buy	79,752 +1,451	+2%	+$66.1K	1.18%	19
2021 Q3	$3.32M	Buy	78,301 +438	+0.6%	+$17.6K	1.23%	18
2021 Q2	$3.21M	Buy	77,863 +1	+0%	+$41	1.17%	20
2021 Q1	$3.01M	Buy	77,862 +122	+0.2%	+$4.21K	1.19%	19
2020 Q4	$2.36M	Sell	77,740 -1,003	-1%	-$26.9K	1%	20
2020 Q3	$1.9M	Buy	78,743 +2,869	+4%	+$71.4K	0.92%	22
2020 Q2	$1.8M	Buy	75,874 +4,678	+7%	+$111K	0.94%	23
2020 Q1	$1.51M	Buy	71,196 +26,638	+60%	+$799K	0.95%	20
2019 Q4	$1.57M	Buy	44,558 +795	+2%	+$25.7K	0.8%	22
2019 Q3	$1.28M	Sell	43,763 -79	-0.2%	-$2.27K	0.71%	26
2019 Q2	$1.27M	Buy	43,842 +218	+0.5%	+$6.29K	0.73%	24
2019 Q1	$1.2M	Buy	43,624 +459	+1%	+$13K	0.7%	25
2018 Q4	$1.06M	Buy	43,165 +9,538	+28%	+$259K	0.69%	25
2018 Q3	$991K	Hold	33,627	–	–	0.65%	22
2018 Q2	$948K	Buy	33,627 +1,012	+3%	+$30.2K	0.66%	23
2018 Q1	$978K	Buy	32,615 +39	+0.1%	+$1.23K	0.7%	23
2017 Q4	$962K	Hold	32,576	–	–	0.7%	22
2017 Q3	$825K	Hold	32,576	–	–	0.63%	23
2017 Q2	$790K	Buy	32,576 +398	+1%	+$9.28K	0.63%	25
2017 Q1	$759K	Buy	32,178 +616	+2%	+$14.6K	0.64%	26
2016 Q4	$698K	Buy	31,562 +34	+0.1%	+$655	0.62%	23
2016 Q3	$493K	Sell	31,528 -6	-0%	-$89	0.45%	42
2016 Q2	$418K	Buy	31,534 +1,349	+4%	+$18.9K	0.4%	47
2016 Q1	$408K	Buy	+30,185	New	+$407K	0.39%	46

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

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

Norges Bank Oslo, Norway $935B AUM

Sutton Wealth Advisors's BAC Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Bank of America (BAC) stake by 0.71% in Q3 2023, selling an estimated $7.87K and leaving 37,098 shares worth $1.02M. The position accounts for 0.5% of the portfolio, ranked #38.

Sutton Wealth Advisors first reported a position in BAC in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.55M in Q4 2021. 2,614 funds tracked by Wall St. Rank hold BAC as of Q3 2023.

Sutton Wealth Advisors held 37,098 shares of Bank of America worth $1.02M as of Q3 2023.
Sutton Wealth Advisors sold 266 Bank of America shares in Q3 2023, an estimated $7.87K.
Bank of America made up 0.5% of Sutton Wealth Advisors's portfolio in Q3 2023, its #38 holding.
Sutton Wealth Advisors first reported a position in Bank of America in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Bank of America position peaked at $3.55M in Q4 2021.
2,614 funds tracked by Wall St. Rank held Bank of America as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.