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BANK OF AMERICA CORP

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CHARLOTTE NC Banks Market Maker
13F Summary
Bank OF America Corp is based out of Charlotte. Their last reported 13F filing for Q1 2024 included $1,067,158,623,315 in managed 13F securities and a top 10 holdings concentration of 14.83%. Bank OF America Corp's largest holding is Microsoft Corp. with shares held of 67,679,377. Whalewisdom has at least 131 13F filings, 531 13D filings, 2098 13G filings, and 469 Form 4 filings

2024-03-31

Top Buys (13F)

2024-03-31

Top Sells (13F)

2024-03-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 2.67%
VTV VANGUARD VALUE INDEX 1.71%
QQQ Invesco QQQ Trust, S(PUT) 1.61%
NVDA NVIDIA Corp. 1.6%
VUG VANGUARD GROWTH INDE 1.36%

2024-03-31

13F Activity

Market Value $1.07t, Prior: $0.99t
Inflows (Outflows) as % of Total MV (-2.2795)%
New Purchases 506 stocks
Added To 3540 stocks
Sold out of 797 stocks
Reduced holdings in 3179 stocks
Top 10 Holdings % 14.83%
Turnover %[1] 15.37%
Turnover Alt %[2] 8.55%
Time Held Top 20 17.45 quarters
Time Held Top 10 19.7 quarters
Time Held All 35.79 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance