SYSTM Wealth Solutions’s Bank of America BAC Stock Holding History

SYSTM Wealth Solutions’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	-16,067	Closed	-$639K	–	140
2024 Q2	$639K	Sell	16,067 -63,153	-80%	-$2.42M	0.14%	132
2024 Q1	$3M	Sell	79,220 -9,132	-10%	-$313K	0.38%	73
2023 Q4	$2.97M	Sell	88,352 -6,008	-6%	-$175K	0.41%	60
2023 Q3	$2.58M	Sell	94,360 -13,876	-13%	-$411K	0.4%	58
2023 Q2	$3.11M	Buy	108,236 +1,769	+2%	+$50.5K	0.42%	60
2023 Q1	$3.04M	Sell	106,467 -32,073	-23%	-$1.06M	0.47%	52
2022 Q4	$4.59M	Buy	+138,540	New	+$4.77M	0.57%	35

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

SYSTM Wealth Solutions's BAC Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Bank of America (BAC) in Q3 2024, closing a stake of 16,067 shares — an estimated $639K sold.

SYSTM Wealth Solutions first reported a position in BAC in Q4 2022 and held it in 7 quarters. The position peaked at $4.59M in Q4 2022. 2,979 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Bank of America position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 16,067 Bank of America shares in Q3 2024, an estimated $639K.
SYSTM Wealth Solutions first reported a position in Bank of America in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's Bank of America position peaked at $4.59M in Q4 2022.
2,979 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.