Triad Financial Advisors’s Bank of America BAC Stock Holding History

Triad Financial 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	$348K	Buy	12,714 +3,458	+37%	+$102K	0.12%	64
2023 Q2	$266K	Sell	9,256 -1,678	-15%	-$47.9K	0.11%	77
2023 Q1	$313K	Sell	10,934 -7,686	-41%	-$254K	0.14%	71
2022 Q4	$617K	Sell	18,620 -31	-0.2%	-$1.07K	0.28%	43
2022 Q3	$563K	Buy	18,651 +191	+1%	+$6.38K	0.31%	38
2022 Q2	$575K	Buy	18,460 +404	+2%	+$14.5K	0.32%	36
2022 Q1	$744K	Sell	18,056 -3,573	-17%	-$161K	0.4%	33
2021 Q4	$962K	Buy	+21,629	New	+$985K	0.57%	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

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

Triad Financial Advisors's BAC Position: Q3 2023 in Review

Triad Financial Advisors increased its Bank of America (BAC) stake by 37% in Q3 2023, buying an estimated $102K and bringing the position to 12,714 shares worth $348K. The position accounts for 0.12% of the portfolio, ranked #64.

Triad Financial Advisors first reported a position in BAC in Q4 2021 and has held it in 8 quarters since. The position peaked at $962K in Q4 2021. 2,614 funds tracked by Wall St. Rank hold BAC as of Q3 2023.

Triad Financial Advisors held 12,714 shares of Bank of America worth $348K as of Q3 2023.
Triad Financial Advisors bought 3,458 Bank of America shares in Q3 2023, an estimated $102K.
Bank of America made up 0.12% of Triad Financial Advisors's portfolio in Q3 2023, its #64 holding.
Triad Financial Advisors first reported a position in Bank of America in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Bank of America position peaked at $962K in Q4 2021.
2,614 funds tracked by Wall St. Rank held Bank of America as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.