Tilt Investment Management Holdings’s Bank of America BAC Stock Holding History

Tilt Investment Management Holdings’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 Q4	$946K	Sell	28,103 -8,415	-23%	-$245K	1.02%	19
2023 Q3	$1,000K	Hold	36,518	–	–	0.71%	38
2023 Q2	$1.05M	Hold	36,518	–	–	0.69%	37
2023 Q1	$1.04M	Buy	36,518 +4,728	+15%	+$156K	0.77%	32
2022 Q4	$1.05M	Buy	+31,790	New	+$1.09M	0.89%	28

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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tilt Investment Management Holdings's BAC Position: Q4 2023 in Review

Tilt Investment Management Holdings reduced its Bank of America (BAC) stake by 23% in Q4 2023, selling an estimated $245K and leaving 28,103 shares worth $946K. The position accounts for 1.02% of the portfolio, ranked #19.

Tilt Investment Management Holdings first reported a position in BAC in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.05M in Q4 2022. 2,855 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

Tilt Investment Management Holdings held 28,103 shares of Bank of America worth $946K as of Q4 2023.
Tilt Investment Management Holdings sold 8,415 Bank of America shares in Q4 2023, an estimated $245K.
Bank of America made up 1.02% of Tilt Investment Management Holdings's portfolio in Q4 2023, its #19 holding.
Tilt Investment Management Holdings first reported a position in Bank of America in Q4 2022 and has held it in 5 quarters since.
Tilt Investment Management Holdings's Bank of America position peaked at $1.05M in Q4 2022.
2,855 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.