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Bank of America Corporation shares owned by Insight Wealth Strategies

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Insight Wealth Strategies from 13F filings

Historical chart of Insight Wealth Strategies investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Insight Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $286k 7.5k 37.92
2021-12-31 $202k 4.5k 44.42
2019-12-31 $219k 6.2k 35.23
2019-03-31 $201k 7.3k 27.54

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Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Insight Wealth Strategies

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