WT Wealth Management’s Bank of America BAC Stock Holding History

WT Wealth Management’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
2023 Q4	–	Sell	-43,369	Closed	-$1.19M	–	111
2023 Q3	$1.19M	Buy	+43,369	New	+$1.28M	0.51%	60

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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WT Wealth Management's BAC Position: Q4 2023 in Review

WT Wealth Management sold out of Bank of America (BAC) in Q4 2023, closing a stake of 43,369 shares — an estimated $1.19M sold.

WT Wealth Management first reported a position in BAC in Q3 2023 and held it in 1 quarter. The position peaked at $1.19M in Q3 2023. 2,854 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

WT Wealth Management reported no remaining Bank of America position as of Q4 2023 after selling out during the quarter.
WT Wealth Management sold 43,369 Bank of America shares in Q4 2023, an estimated $1.19M.
WT Wealth Management first reported a position in Bank of America in Q3 2023 and held it in 1 quarter.
WT Wealth Management's Bank of America position peaked at $1.19M in Q3 2023.
2,854 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on WT Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.