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Wunderlich Capital Managemnt’s Bank of America BAC Stock Holding History

Wunderlich Capital Managemnt’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
Q2 		$2.06M Buy
51,870
+1,398
+3% +$53.6K 0.92% 47
2024
Q1 		$1.91M Sell
50,472
-2,929
-5% -$101K 0.86% 49
2023
Q4 		$1.8M Sell
53,401
-14,001
-21% -$408K 0.81% 51
2023
Q3 		$1.85M Buy
67,402
+426
+0.6% +$12.6K 0.91% 47
2023
Q2 		$1.92M Buy
66,976
+3,140
+5% +$89.6K 0.94% 47
2023
Q1 		$1.83M Sell
63,836
-3,974
-6% -$131K 0.95% 50
2022
Q4 		$2.25M Buy
67,810
+1,766
+3% +$60.8K 1.25% 40
2022
Q3 		$2M Buy
66,044
+2,262
+4% +$75.6K 1.28% 35
2022
Q2 		$1.99M Sell
63,782
-294
-0.5% -$10.6K 1.16% 43
2022
Q1 		$2.64M Sell
64,076
-1,511
-2% -$68.2K 1.25% 36
2021
Q4 		$2.92M Sell
65,587
-2,678
-4% -$122K 1.3% 35
2021
Q3 		$2.9M Buy
68,265
+1,070
+2% +$43.1K 1.4% 26
2021
Q2 		$2.77M Buy
67,195
+571
+0.9% +$23.4K 1.4% 28
2021
Q1 		$2.58M Sell
66,624
-866
-1% -$29.9K 1.41% 31
2020
Q4 		$2.05M Buy
67,490
+230
+0.3% +$6.17K 1.13% 42
2020
Q3 		$1.62M Buy
67,260
+16,906
+34% +$421K 1% 45
2020
Q2 		$1.2M Buy
50,354
+11,268
+29% +$266K 0.84% 59
2020
Q1 		$830K Buy
39,086
+4,035
+12% +$121K 0.68% 60
2019
Q4 		$1.23M Buy
35,051
+97
+0.3% +$3.13K 0.78% 68
2019
Q3 		$1.02M Buy
34,954
+673
+2% +$19.4K 0.7% 66
2019
Q2 		$994K Buy
34,281
+1,823
+6% +$52.6K 0.66% 69
2019
Q1 		$895K Buy
32,458
+1,916
+6% +$54.1K 0.62% 71
2018
Q4 		$753K Buy
30,542
+25,303
+483% +$686K 0.58% 72
2018
Q3 		$154K Hold
5,239
– – 0.11% 85
2018
Q2 		$148K Sell
5,239
-90
-2% -$2.69K 0.1% 88
2018
Q1 		$160K Sell
5,329
-203
-4% -$6.38K 0.11% 92
2017
Q4 		$163K Sell
5,532
-29
-0.5% -$799 0.11% 91
2017
Q3 		$141K Hold
5,561
– – 0.11% 87
2017
Q2 		$135K Hold
5,561
– – 0.1% 97
2017
Q1 		$131K Buy
+5,561
New +$132K 0.1% 95

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Wunderlich Capital Managemnt's BAC Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its Bank of America (BAC) stake by 2.8% in Q2 2024, buying an estimated $53.6K and bringing the position to 51,870 shares worth $2.06M. The position accounts for 0.92% of the portfolio, ranked #47.

Wunderlich Capital Managemnt first reported a position in BAC in Q1 2017 and has held it in 30 quarters since. The position peaked at $2.92M in Q4 2021. 2,946 funds tracked by Wall St. Rank hold BAC as of Q2 2024.

  • Wunderlich Capital Managemnt held 51,870 shares of Bank of America worth $2.06M as of Q2 2024.
  • Wunderlich Capital Managemnt bought 1,398 Bank of America shares in Q2 2024, an estimated $53.6K.
  • Bank of America made up 0.92% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #47 holding.
  • Wunderlich Capital Managemnt first reported a position in Bank of America in Q1 2017 and has held it in 30 quarters since.
  • Wunderlich Capital Managemnt's Bank of America position peaked at $2.92M in Q4 2021.
  • 2,946 funds tracked by Wall St. Rank held Bank of America as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.