Wafra Inc’s Bank of America BAC Stock Holding History

Wafra Inc’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 Q2	–	Sell	-423,847	Closed	-$16.1M	–	9
2024 Q1	$16.1M	Hold	423,847	–	–	0.84%	37
2023 Q4	$14.3M	Sell	423,847 -500,296	-54%	-$14.6M	0.84%	40
2023 Q3	$25.3M	Hold	924,143	–	–	0.84%	41
2023 Q2	$26.5M	Hold	924,143	–	–	0.87%	49
2023 Q1	$26.4M	Sell	924,143 -540,981	-37%	-$17.9M	0.94%	44
2022 Q4	$48.5M	Buy	+1,465,124	New	+$50.5M	1.86%	18
2015 Q2	–	Sell	-611,265	Closed	-$9.41M	–	63
2015 Q1	$9.41M	Sell	611,265 -803,265	-57%	-$12.9M	0.99%	47
2014 Q4	$25.3M	Buy	1,414,530 +474,780	+51%	+$8.12M	2.61%	7
2014 Q3	$16M	Buy	+939,750	New	+$15M	1.86%	24

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

Wafra Inc's BAC Position: Q2 2024 in Review

Wafra Inc sold out of Bank of America (BAC) in Q2 2024, closing a stake of 423,847 shares — an estimated $16.1M sold.

Wafra Inc first reported a position in BAC in Q3 2014 and held it in 9 quarters. The position peaked at $48.5M in Q4 2022. 2,945 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

Wafra Inc reported no remaining Bank of America position as of Q2 2024 after selling out during the quarter.
Wafra Inc sold 423,847 Bank of America shares in Q2 2024, an estimated $16.1M.
Wafra Inc first reported a position in Bank of America in Q3 2014 and held it in 9 quarters.
Wafra Inc's Bank of America position peaked at $48.5M in Q4 2022.
2,945 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on Wafra Inc's 13F filing for Q2 2024, filed 5 Aug 2024.