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Bank of America Corporation shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook Wealth 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 Outlook Wealth 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 Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $617k 14k 43.95
2024-09-30 $544k 14k 39.68
2019-12-31 $280k 7.9k 35.23

More positions owned by Outlook Wealth Advisors

Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr High Yld Systm B (HYDB)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
NVIDIA Corporation (NVDA)
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)
Spdr Ser Tr Bloomberg Invt (FLRN)
Stewart Information Services Corporation (STC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Outlook Wealth Advisors

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
T. Rowe Price Associates
Norges Bank Investment Management
Capital World Investors
Franklin Resources
Northern Trust
Wellington Management Company
Bank of New York Mellon

View all funds holding Bank of America Corporation