Sweet Financial Partners’s Bank of America BAC Stock Holding History

Sweet Financial Partners’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	$759K	Sell	19,138 -244	-1%	-$9.78K	0.16%	98
2024 Q2	$771K	Sell	19,382 -1,277	-6%	-$48.9K	0.18%	92
2024 Q1	$783K	Buy	20,659 +1,130	+6%	+$38.8K	0.18%	89
2023 Q4	$658K	Buy	19,529 +344	+2%	+$10K	0.16%	98
2023 Q3	$525K	Buy	19,185 +250	+1%	+$7.4K	0.14%	102
2023 Q2	$543K	Sell	18,935 -700	-4%	-$20K	0.14%	103
2023 Q1	$562K	Buy	19,635 +517	+3%	+$17.1K	0.16%	98
2022 Q4	$633K	Buy	19,118 +783	+4%	+$27K	0.19%	86
2022 Q3	$554K	Sell	18,335 -12,662	-41%	-$423K	0.18%	81
2022 Q2	$965K	Buy	30,997 +7,555	+32%	+$272K	0.3%	46
2022 Q1	$966K	Buy	23,442 +12,736	+119%	+$575K	0.26%	50
2021 Q4	$476K	Buy	+10,706	New	+$488K	0.2%	72

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sweet Financial Partners's BAC Position: Q3 2024 in Review

Sweet Financial Partners reduced its Bank of America (BAC) stake by 1.3% in Q3 2024, selling an estimated $9.78K and leaving 19,138 shares worth $759K. The position accounts for 0.16% of the portfolio, ranked #98.

Sweet Financial Partners first reported a position in BAC in Q4 2021 and has held it in 12 quarters since. The position peaked at $966K in Q1 2022. 2,987 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

Sweet Financial Partners held 19,138 shares of Bank of America worth $759K as of Q3 2024.
Sweet Financial Partners sold 244 Bank of America shares in Q3 2024, an estimated $9.78K.
Bank of America made up 0.16% of Sweet Financial Partners's portfolio in Q3 2024, its #98 holding.
Sweet Financial Partners first reported a position in Bank of America in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Bank of America position peaked at $966K in Q1 2022.
2,987 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.