TFO Wealth Partners’s Bank of America BAC Stock Holding History

TFO Wealth 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 Q2	–	Sell	-59	Closed	-$2.24K	–	128
2024 Q1	$2.24K	Hold	59	–	–	﹤0.01%	114
2023 Q4	$1.99K	Sell	59 -2,885	-98%	-$84K	﹤0.01%	130
2023 Q3	$84.5K	Buy	2,944 +1,525	+107%	+$45.1K	0.02%	65
2023 Q2	$40.7K	Sell	1,419 -2,732	-66%	-$78K	0.01%	87
2023 Q1	$119K	Buy	4,151 +4,083	+6,004%	+$135K	0.03%	52
2022 Q4	$2.01K	Sell	68 -432	-86%	-$14.9K	﹤0.01%	253
2022 Q3	$15K	Sell	500 -485	-49%	-$16.2K	﹤0.01%	77
2022 Q2	$31K	Sell	985 -609	-38%	-$21.9K	0.01%	74
2022 Q1	$66K	Buy	+1,594	New	+$71.9K	0.01%	70
2021 Q4	–	Sell	-3	Closed	–	–	138
2021 Q3	$0	Sell	3 -497	-99%	-$20K	﹤0.01%	146
2021 Q2	$20K	Buy	+500	New	+$20.5K	﹤0.01%	52
2020 Q1	–	Sell	-750	Closed	-$26K	–	129
2019 Q4	$26K	Buy	+750	New	+$24.2K	0.02%	83

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

TFO Wealth Partners's BAC Position: Q2 2024 in Review

TFO Wealth Partners sold out of Bank of America (BAC) in Q2 2024, closing a stake of 59 shares — an estimated $2.24K sold.

TFO Wealth Partners first reported a position in BAC in Q4 2019 and held it in 12 quarters. The position peaked at $119K in Q1 2023. 2,945 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

TFO Wealth Partners reported no remaining Bank of America position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 59 Bank of America shares in Q2 2024, an estimated $2.24K.
TFO Wealth Partners first reported a position in Bank of America in Q4 2019 and held it in 12 quarters.
TFO Wealth Partners's Bank of America position peaked at $119K in Q1 2023.
2,945 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.