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Bank of America Corporation shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.4M 191k 33.67
2023-09-30 $5.3M 192k 27.38
2023-06-30 $5.5M 192k 28.69
2023-03-31 $5.2M 182k 28.60
2022-12-31 $6.4B 193M 33.12
2022-09-30 $5.4M 179k 30.20
2022-06-30 $6.1M 195k 31.13
2022-03-31 $6.9M 168k 41.22
2021-12-31 $7.7M 172k 44.49
2021-09-30 $2.6M 61k 42.45
2021-06-30 $2.4M 58k 41.23
2021-03-31 $3.2M 84k 38.69
2020-12-31 $2.2M 73k 30.31
2020-09-30 $1.5M 63k 24.09
2020-06-30 $1.5M 65k 23.75
2020-03-31 $1.3M 59k 21.23
2019-12-31 $2.2M 62k 35.22
2019-09-30 $2.0M 67k 29.17
2019-06-30 $1.6M 5.0k 324.00
2019-03-31 $1.5M 3.7k 398.07
2018-12-31 $1.4M 56k 24.64
2018-09-30 $703k 24k 29.44
2018-06-30 $887k 161k 5.52
2018-03-31 $480k 25k 18.94
2017-12-31 $988k 34k 29.51
2017-09-30 $844k 33k 25.35
2017-06-30 $781k 32k 24.25
2017-03-31 $761k 32k 23.59
2016-12-31 $845k 38k 22.09
2016-09-30 $161k 10k 15.70
2016-06-30 $136k 10k 13.26
2016-03-31 $139k 10k 13.55
2015-12-31 $322k 19k 16.82
2015-09-30 $143k 9.2k 15.58
2011-09-30 $110k 18k 6.14
2011-06-30 $275k 21k 13.33
2011-03-31 $275k 21k 13.33
2010-12-31 $562k 7.0k 80.05

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment Advisors

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
Jpmorgan Chase & Co
Norges Bank Investment Management
T. Rowe Price Associates
Dodge & Cox
Legal & General Group
Goldman Sachs Group
Harris Associates L.P
Bank of New York Mellon
Royal Bank of Canada
Charles Schwab Investment Management
Franklin Resources
Citadel Advisors
Parnassus Investments

View all funds holding Bank of America Corporation