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Zimmermann Investment Management & Planning’s Bank of America BAC Stock Holding History

Zimmermann Investment Management & Planning’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
-12,960
Closed -$355K – 121
2023
Q3 		$355K Buy
+12,960
New +$383K 0.17% 80

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Zimmermann Investment Management & Planning's BAC Position: Q4 2023 in Review

Zimmermann Investment Management & Planning sold out of Bank of America (BAC) in Q4 2023, closing a stake of 12,960 shares — an estimated $355K sold.

Zimmermann Investment Management & Planning first reported a position in BAC in Q3 2023 and held it in 1 quarter. The position peaked at $355K in Q3 2023. 2,855 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

  • Zimmermann Investment Management & Planning reported no remaining Bank of America position as of Q4 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 12,960 Bank of America shares in Q4 2023, an estimated $355K.
  • Zimmermann Investment Management & Planning first reported a position in Bank of America in Q3 2023 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's Bank of America position peaked at $355K in Q3 2023.
  • 2,855 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2023, filed 22 Jan 2024.