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SWS Partners’s Bank of America BAC Stock Holding History

SWS 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 		– Sell
-306
Closed -$12.2K – 125
2024
Q2 		$12.2K Buy
+306
New +$11.7K ﹤0.01% 232
2021
Q4 		– Sell
-6,000
Closed -$255K – 75
2021
Q3 		$255K Buy
+6,000
New +$242K 0.16% 77
2021
Q2 		– Sell
-6,000
Closed -$232K – 76
2021
Q1 		$232K Buy
+6,000
New +$207K 0.16% 80

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
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

SWS Partners's BAC Position: Q3 2024 in Review

SWS Partners sold out of Bank of America (BAC) in Q3 2024, closing a stake of 306 shares — an estimated $12.2K sold.

SWS Partners first reported a position in BAC in Q1 2021 and held it in 3 quarters. The position peaked at $255K in Q3 2021. 2,979 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

  • SWS Partners reported no remaining Bank of America position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 306 Bank of America shares in Q3 2024, an estimated $12.2K.
  • SWS Partners first reported a position in Bank of America in Q1 2021 and held it in 3 quarters.
  • SWS Partners's Bank of America position peaked at $255K in Q3 2021.
  • 2,979 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.