Wealth Advisors’s Bank of America BAC Stock Holding History

Wealth 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	$494K	Hold	18,037	–	–	0.22%	37
2023 Q2	$530K	Sell	18,037 -2,401	-12%	-$68.5K	0.23%	37
2023 Q1	$587K	Sell	20,438 -86	-0.4%	-$2.84K	0.28%	37
2022 Q4	$680K	Sell	20,524 -2,424	-11%	-$83.5K	0.36%	33
2022 Q3	$693K	Buy	22,948 +66	+0.3%	+$2.21K	0.35%	34
2022 Q2	$712K	Sell	22,882 -5,886	-20%	-$212K	0.35%	34
2022 Q1	$1.19M	Buy	28,768 +4,681	+19%	+$211K	0.43%	28
2021 Q4	$1.07M	Buy	24,087 +627	+3%	+$28.6K	0.37%	29
2021 Q3	$1.02M	Hold	23,460	–	–	0.4%	28
2021 Q2	$895K	Hold	23,460	–	–	0.33%	33
2021 Q1	$893K	Hold	23,460	–	–	0.36%	32
2020 Q4	$711K	Hold	23,460	–	–	0.31%	36
2020 Q3	$592K	Sell	23,460 -9,000	-28%	-$224K	0.28%	39
2020 Q2	$768K	Buy	32,460 +3,000	+10%	+$70.9K	0.41%	32
2020 Q1	$631K	Hold	29,460	–	–	0.42%	31
2019 Q4	$1.01M	Buy	+29,460	New	+$952K	0.58%	26

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

Wealth Advisors's BAC Position: Q3 2023 in Review

Wealth Advisors held its Bank of America (BAC) position steady in Q3 2023 at 18,037 shares worth $494K. The position accounts for 0.22% of the portfolio, ranked #37.

Wealth Advisors first reported a position in BAC in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.19M in Q1 2022. 2,614 funds tracked by Wall St. Rank hold BAC as of Q3 2023.

Wealth Advisors held 18,037 shares of Bank of America worth $494K as of Q3 2023.
Wealth Advisors left its Bank of America share count unchanged in Q3 2023.
Bank of America made up 0.22% of Wealth Advisors's portfolio in Q3 2023, its #37 holding.
Wealth Advisors first reported a position in Bank of America in Q4 2019 and has held it in 16 quarters since.
Wealth Advisors's Bank of America position peaked at $1.19M in Q1 2022.
2,614 funds tracked by Wall St. Rank held Bank of America as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.