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

US 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 Q4	–	Sell	-9,238	Closed	-$253K	–	73
2023 Q3	$253K	Hold	9,238	–	–	0.11%	63
2023 Q2	$265K	Hold	9,238	–	–	0.11%	60
2023 Q1	$264K	Hold	9,238	–	–	0.12%	64
2022 Q4	$306K	Sell	9,238 -3,960	-30%	-$136K	0.15%	57
2022 Q3	$399K	Hold	13,198	–	–	0.22%	37
2022 Q2	$411K	Hold	13,198	–	–	0.23%	35
2022 Q1	$544K	Hold	13,198	–	–	0.26%	33
2021 Q4	$587K	Hold	13,198	–	–	0.27%	32
2021 Q3	$560K	Buy	13,198 +6,328	+92%	+$255K	0.28%	33
2021 Q2	$283K	Sell	6,870 -10	-0.1%	-$410	0.14%	55
2021 Q1	$266K	Sell	6,880 -740	-10%	-$25.5K	0.07%	126
2020 Q4	$231K	Buy	+7,620	New	+$204K	0.07%	116
2016 Q1	–	Sell	-3,294	Closed	-$55K	–	479
2015 Q4	$55K	Buy	3,294 +3,056	+1,284%	+$51.7K	0.05%	133
2015 Q3	$4K	Hold	238	–	–	0.01%	316
2015 Q2	$4K	Sell	238 -3,056	-93%	-$50.4K	﹤0.01%	300
2015 Q1	$51K	Sell	3,294 -904	-22%	-$14.5K	0.05%	106
2014 Q4	$75K	Buy	+4,198	New	+$71.8K	0.07%	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

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

US Financial Advisors's BAC Position: Q4 2023 in Review

US Financial Advisors sold out of Bank of America (BAC) in Q4 2023, closing a stake of 9,238 shares — an estimated $253K sold.

US Financial Advisors first reported a position in BAC in Q4 2014 and held it in 17 quarters. The position peaked at $587K in Q4 2021. 2,854 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

US Financial Advisors reported no remaining Bank of America position as of Q4 2023 after selling out during the quarter.
US Financial Advisors sold 9,238 Bank of America shares in Q4 2023, an estimated $253K.
US Financial Advisors first reported a position in Bank of America in Q4 2014 and held it in 17 quarters.
US Financial Advisors's Bank of America position peaked at $587K in Q4 2021.
2,854 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on US Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.