Bank OF America Corp is based out of Charlotte. Their last reported 13F filing for Q3 2024 included $1,204,606,558,843 in managed 13F securities
and a top 10 holdings concentration of 15.98%. Bank OF America Corp's largest holding is Microsoft Corporation with shares held of 72,561,974. Whalewisdom has at least 133 13F filings, 545 13D filings, 2110 13G filings, and 485 Form 4 filings
2024-09-30
Top Buys (13F)
| Name | % Change |
|---|---|
| IVV iShares Core S&P 500 | 0.44% |
| TLT iShares 20+ Year Tre | 0.31% |
| SPY SPDR S&P 500 ETF TRU (PUT) | 0.29% |
| NVDA NVIDIA Corp | 0.22% |
| NVDA NVIDIA Corp (PUT) | 0.2% |
2024-09-30
Top Sells (13F)
| Name | % Change |
|---|---|
| AAPL Apple Inc | 0.72% |
| AMZN Amazon.com Inc | 0.61% |
| QQQ Invesco QQQ Trust, S (PUT) | 0.32% |
| LLY Lilly(Eli) & Co | 0.12% |
| AXP American Express Co | 0.11% |
2024-09-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| MSFT Microsoft Corporatio | 2.59% |
| NVDA NVIDIA Corp | 2.47% |
| VTV Vanguard Value ETF | 1.71% |
| AAPL Apple Inc | 1.56% |
| QQQ Invesco QQQ Trust, S(PUT) | 1.42% |
2024-09-30
13F Activity
| Market Value | $1.20t, Prior: $1.13t |
| Inflows (Outflows) as % of Total MV | +0.5689% |
| New Purchases | 457 stocks |
| Added To | 4248 stocks |
| Sold out of | 506 stocks |
| Reduced holdings in | 2932 stocks |
| Top 10 Holdings % | 15.98% |
| Turnover %[1] | 11.13% |
| Turnover Alt %[2] | 7.27% |
| Time Held Top 20 | 18.8 quarters |
| Time Held Top 10 | 21.3 quarters |
| Time Held All | 34.94 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.
2024-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30