Symmetry Investments’s Bank of America BAC Stock Holding History

Symmetry Investments’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 Q2	–	Sell	-58,300	Closed	-$2.21M	–	182
2024 Q1	$2.21M	Buy	+58,300	New	+$2M	0.13%	82
2022 Q1	–	Sell	-115,101	Closed	-$5.12M	–	105
2021 Q4	$5.12M	Sell	115,101 -220,199	-66%	-$10M	1.59%	22
2021 Q3	$14.2M	Buy	+335,300	New	+$13.5M	2.17%	12
2021 Q2	–	Sell	-30,000	Closed	-$1.16M	–	94
2021 Q1	$1.16M	Buy	+30,000	New	+$1.04M	0.28%	56

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

Symmetry Investments's BAC Position: Q2 2024 in Review

Symmetry Investments sold out of Bank of America (BAC) in Q2 2024, closing a stake of 58,300 shares — an estimated $2.21M sold.

Symmetry Investments first reported a position in BAC in Q1 2021 and held it in 4 quarters. The position peaked at $14.2M in Q3 2021. 2,945 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

Symmetry Investments reported no remaining Bank of America position as of Q2 2024 after selling out during the quarter.
Symmetry Investments sold 58,300 Bank of America shares in Q2 2024, an estimated $2.21M.
Symmetry Investments first reported a position in Bank of America in Q1 2021 and held it in 4 quarters.
Symmetry Investments's Bank of America position peaked at $14.2M in Q3 2021.
2,945 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on Symmetry Investments's 13F filing for Q2 2024, filed 13 Aug 2024.