Tiedemann Advisors’s Bank of America BAC Stock Holding History

Tiedemann Advisors’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
2023 Q3	$919K	Buy	+33,561	New	+$993K	0.04%	129
2020 Q2	–	Sell	-12,630	Closed	-$268K	–	295
2020 Q1	$268K	Buy	+12,630	New	+$379K	0.02%	247
2019 Q3	–	Sell	-19,059	Closed	-$553K	–	301
2019 Q2	$553K	Sell	19,059 -10,666	-36%	-$308K	0.03%	193
2019 Q1	$821K	Sell	29,725 -2,443	-8%	-$69K	0.04%	239
2018 Q4	$791K	Buy	32,168 +10,134	+46%	+$275K	0.04%	234
2018 Q3	$650K	Sell	22,034 -27	-0.1%	-$822	0.04%	205
2018 Q2	$622K	Sell	22,061 -5,138	-19%	-$153K	0.04%	210
2018 Q1	$816K	Sell	27,199 -17,379	-39%	-$546K	0.06%	157
2017 Q4	$1.32M	Sell	44,578 -27,299	-38%	-$753K	0.1%	103
2017 Q3	$1.25M	Sell	71,877 -108,680	-60%	-$2.64M	0.11%	127
2017 Q2	$4.38M	Buy	180,557 +45,959	+34%	+$1.07M	0.32%	58
2017 Q1	$3.17M	Buy	134,598 +77,096	+134%	+$1.83M	0.27%	75
2016 Q4	$1.27M	Buy	+57,502	New	+$1.11M	0.13%	125

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

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

Norges Bank Oslo, Norway $935B AUM

Tiedemann Advisors's BAC Position: Q3 2023 in Review

Tiedemann Advisors opened a new position in Bank of America (BAC) in Q3 2023: 33,561 shares worth $919K. The stake represents 0.04% of the portfolio and ranks #129 among its holdings. This is a return to the name: Tiedemann Advisors previously reported a position in BAC as recently as Q1 2020.

Tiedemann Advisors first reported a position in BAC in Q4 2016 and has held it in 13 quarters since. The position peaked at $4.38M in Q2 2017. 2,614 funds tracked by Wall St. Rank hold BAC as of Q3 2023.

Tiedemann Advisors held 33,561 shares of Bank of America worth $919K as of Q3 2023.
Bank of America was a new Tiedemann Advisors position in Q3 2023.
Bank of America made up 0.04% of Tiedemann Advisors's portfolio in Q3 2023, its #129 holding.
Tiedemann Advisors first reported a position in Bank of America in Q4 2016 and has held it in 13 quarters since.
Tiedemann Advisors's Bank of America position peaked at $4.38M in Q2 2017.
2,614 funds tracked by Wall St. Rank held Bank of America as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.