WR Wealth Planners’s Bank of America BAC Stock Holding History

WR Wealth Planners’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 Q4	$52.3K	Sell	1,189 -7,477	-86%	-$329K	0.02%	318
2024 Q3	$344K	Sell	8,666 -2,831	-25%	-$113K	0.1%	131
2024 Q2	$457K	Buy	11,497 +301	+3%	+$11.5K	0.14%	99
2024 Q1	$425K	Sell	11,196 -151	-1%	-$5.18K	0.13%	106
2023 Q4	$382K	Sell	11,347 -63	-0.6%	-$1.83K	0.14%	127
2023 Q3	$312K	Sell	11,410 -26	-0.2%	-$769	0.12%	134
2023 Q2	$328K	Buy	11,436 +780	+7%	+$22.3K	0.13%	124
2023 Q1	$305K	Buy	10,656 +10,647	+118,300%	+$351K	0.13%	126
2022 Q4	$298	Hold	9	–	–	﹤0.01%	464
2022 Q3	$272	Hold	9	–	–	﹤0.01%	471
2022 Q2	$280	Hold	9	–	–	﹤0.01%	492
2022 Q1	$371	Buy	+9	New	+$406	﹤0.01%	484

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

WR Wealth Planners's BAC Position: Q4 2024 in Review

WR Wealth Planners reduced its Bank of America (BAC) stake by 86% in Q4 2024, selling an estimated $329K and leaving 1,189 shares worth $52.3K. The position accounts for 0.02% of the portfolio, ranked #318.

WR Wealth Planners first reported a position in BAC in Q1 2022 and has held it in 12 quarters since. The position peaked at $457K in Q2 2024. 3,267 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

WR Wealth Planners held 1,189 shares of Bank of America worth $52.3K as of Q4 2024.
WR Wealth Planners sold 7,477 Bank of America shares in Q4 2024, an estimated $329K.
Bank of America made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #318 holding.
WR Wealth Planners first reported a position in Bank of America in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Bank of America position peaked at $457K in Q2 2024.
3,267 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.