Wealth High Governance Capital’s Bank of America BAC Stock Holding History

Wealth High Governance Capital’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	–	Sell	-200,000	Closed	-$7.95M	–	44
2024 Q2	$7.95M	Buy	+200,000	New	+$7.66M	1.97%	20
2023 Q4	–	Sell	-100,000	Closed	-$2.74M	–	22
2023 Q3	$2.74M	Buy	+100,000	New	+$2.96M	0.95%	19

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

Wealth High Governance Capital's BAC Position: Q3 2024 in Review

Wealth High Governance Capital sold out of Bank of America (BAC) in Q3 2024, closing a stake of 200,000 shares — an estimated $7.95M sold.

Wealth High Governance Capital first reported a position in BAC in Q3 2023 and held it in 2 quarters. The position peaked at $7.95M in Q2 2024. 2,980 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

Wealth High Governance Capital reported no remaining Bank of America position as of Q3 2024 after selling out during the quarter.
Wealth High Governance Capital sold 200,000 Bank of America shares in Q3 2024, an estimated $7.95M.
Wealth High Governance Capital first reported a position in Bank of America in Q3 2023 and held it in 2 quarters.
Wealth High Governance Capital's Bank of America position peaked at $7.95M in Q2 2024.
2,980 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on Wealth High Governance Capital's 13F filing for Q3 2024, filed 7 Feb 2025.