VitalStone Financial’s Bank of America BAC Stock Holding History

VitalStone Financial’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
2024 Q3	$2.62K	Hold	66	–	–	﹤0.01%	369
2024 Q2	$2.63K	Hold	66	–	–	﹤0.01%	368
2024 Q1	$3K	Hold	66	–	–	﹤0.01%	352
2023 Q4	$2K	Sell	66 -12	-15%	-$349	﹤0.01%	406
2023 Q3	$2K	Sell	78 -705	-90%	-$20.9K	﹤0.01%	357
2023 Q2	$22K	Buy	783 +737	+1,602%	+$21K	0.01%	503
2023 Q1	$2K	Sell	46 -654	-93%	-$21.6K	﹤0.01%	293
2022 Q4	$24K	Buy	+700	New	+$24.1K	0.02%	243

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

Norges Bank Oslo, Norway $935B AUM

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

VitalStone Financial's BAC Position: Q3 2024 in Review

VitalStone Financial held its Bank of America (BAC) position steady in Q3 2024 at 66 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

VitalStone Financial first reported a position in BAC in Q4 2022 and has held it in 8 quarters since. The position peaked at $24K in Q4 2022. 2,980 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

VitalStone Financial held 66 shares of Bank of America worth $2.62K as of Q3 2024.
VitalStone Financial left its Bank of America share count unchanged in Q3 2024.
Bank of America made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #369 holding.
VitalStone Financial first reported a position in Bank of America in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Bank of America position peaked at $24K in Q4 2022.
2,980 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.