Woodard & Company Asset Management Group’s Bank of America BAC Stock Holding History

Woodard & Company Asset Management Group’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	-19,000	Closed	-$756K	–	119
2024 Q2	$756K	Buy	+19,000	New	+$728K	0.19%	51

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Woodard & Company Asset Management Group's BAC Position: Q3 2024 in Review

Woodard & Company Asset Management Group sold out of Bank of America (BAC) in Q3 2024, closing a stake of 325 shares — an estimated $12.9K sold.

Woodard & Company Asset Management Group first reported a position in BAC in Q4 2017 and held it in 21 quarters. The position peaked at $2.33M in Q2 2023. 2,980 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

Woodard & Company Asset Management Group reported no remaining Bank of America position as of Q3 2024 after selling out during the quarter.
Woodard & Company Asset Management Group sold 325 Bank of America shares in Q3 2024, an estimated $12.9K.
Woodard & Company Asset Management Group first reported a position in Bank of America in Q4 2017 and held it in 21 quarters.
Woodard & Company Asset Management Group's Bank of America position peaked at $2.33M in Q2 2023.
2,980 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

Based on Woodard & Company Asset Management Group's 13F filing for Q3 2024, filed 23 Oct 2024.