Wimmer Associates 1’s Bank of America BAC Stock Holding History

Wimmer Associates 1’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 Q1	–	Sell	-7,972	Closed	-$268K	–	112
2023 Q4	$268K	Buy	+7,972	New	+$232K	0.15%	99

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

Wimmer Associates 1's BAC Position: Q1 2024 in Review

Wimmer Associates 1 sold out of Bank of America (BAC) in Q1 2024, closing a stake of 7,972 shares — an estimated $268K sold.

Wimmer Associates 1 first reported a position in BAC in Q4 2023 and held it in 1 quarter. The position peaked at $268K in Q4 2023. 2,918 funds tracked by Wall St. Rank hold BAC as of Q1 2024.

Wimmer Associates 1 reported no remaining Bank of America position as of Q1 2024 after selling out during the quarter.
Wimmer Associates 1 sold 7,972 Bank of America shares in Q1 2024, an estimated $268K.
Wimmer Associates 1 first reported a position in Bank of America in Q4 2023 and held it in 1 quarter.
Wimmer Associates 1's Bank of America position peaked at $268K in Q4 2023.
2,918 funds tracked by Wall St. Rank held Bank of America as of Q1 2024.

Based on Wimmer Associates 1's 13F filing for Q1 2024, filed 14 May 2024.