Virginia Wealth Management Group’s Bank of America BAC Stock Holding History

Virginia Wealth Management Group’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	-20,422	Closed	-$559K	–	57
2023 Q3	$559K	Buy	20,422 +74	+0.4%	+$2.19K	0.38%	54
2023 Q2	$584K	Buy	20,348 +6,065	+42%	+$173K	0.4%	54
2023 Q1	$408K	Buy	14,283 +390	+3%	+$12.9K	0.28%	60
2022 Q4	$460K	Buy	13,893 +51	+0.4%	+$1.76K	0.32%	60
2022 Q3	$418K	Buy	+13,842	New	+$463K	0.31%	60

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

Virginia Wealth Management Group's BAC Position: Q4 2023 in Review

Virginia Wealth Management Group sold out of Bank of America (BAC) in Q4 2023, closing a stake of 20,422 shares — an estimated $559K sold.

Virginia Wealth Management Group first reported a position in BAC in Q3 2022 and held it in 5 quarters. The position peaked at $584K in Q2 2023. 2,854 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

Virginia Wealth Management Group reported no remaining Bank of America position as of Q4 2023 after selling out during the quarter.
Virginia Wealth Management Group sold 20,422 Bank of America shares in Q4 2023, an estimated $559K.
Virginia Wealth Management Group first reported a position in Bank of America in Q3 2022 and held it in 5 quarters.
Virginia Wealth Management Group's Bank of America position peaked at $584K in Q2 2023.
2,854 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on Virginia Wealth Management Group's 13F filing for Q4 2023, filed 9 Feb 2024.