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Wintrust Investments’s Bank of America BAC Stock Holding History

Wintrust Investments’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
2017
Q1 		– Sell
-12,100
Closed -$202K – 289
2016
Q4 		$202K Buy
+12,100
New +$233K 0.08% 203

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wintrust Investments's BAC Position: Q4 2024 in Review

Wintrust Investments reduced its Bank of America (BAC) stake by 58% in Q4 2024, selling an estimated $665K and leaving 11,155 shares worth $382K. The position accounts for 0.34% of the portfolio, ranked #50.

Wintrust Investments first reported a position in BAC in Q2 2016 and has held it in 34 quarters since. The position peaked at $16.1M in Q2 2023. 3,267 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Wintrust Investments held 11,155 shares of Bank of America worth $382K as of Q4 2024.
  • Wintrust Investments sold 15,110 Bank of America shares in Q4 2024, an estimated $665K.
  • Bank of America made up 0.34% of Wintrust Investments's portfolio in Q4 2024, its #50 holding.
  • Wintrust Investments first reported a position in Bank of America in Q2 2016 and has held it in 34 quarters since.
  • Wintrust Investments's Bank of America position peaked at $16.1M in Q2 2023.
  • 3,267 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.