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Bank of America Corporation shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bank of America Corporation by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 80k 37.92
2023-12-31 $2.7M 81k 33.67
2023-09-30 $2.4M 88k 27.38
2023-06-30 $2.4M 84k 28.69
2023-03-31 $1.6M 57k 28.60
2022-12-31 $1.9M 58k 33.12
2022-09-30 $1.4M 47k 30.21
2022-06-30 $1.5M 48k 31.14
2022-03-31 $1.9M 47k 41.22
2021-12-31 $3.6M 81k 44.49
2021-09-30 $2.0M 46k 42.46
2021-06-30 $1.9M 46k 41.24
2021-03-31 $1.8M 46k 38.69
2020-12-31 $1.8M 59k 30.31
2020-09-30 $1.3M 56k 24.09
2020-06-30 $1.3M 56k 23.76
2020-03-31 $1.2M 58k 21.23
2019-12-31 $1.8M 51k 35.22
2019-09-30 $1.5M 51k 29.16
2019-06-30 $1.4M 49k 29.00
2019-03-31 $1.4M 49k 27.60
2018-12-31 $1.2M 49k 24.63
2018-09-30 $1.4M 49k 29.45
2018-06-30 $1.4M 48k 28.19
2018-03-31 $1.4M 48k 29.99
2017-12-31 $1.4M 49k 29.52
2017-09-30 $1.2M 49k 25.34
2017-06-30 $1.3M 54k 24.26
2017-03-31 $1.2M 52k 23.58
2016-12-31 $778k 35k 22.11
2016-09-30 $482k 31k 15.64
2016-06-30 $375k 28k 13.28
2016-03-31 $382k 28k 13.53
2015-12-31 $439k 26k 16.81
2015-09-30 $433k 28k 15.59
2015-06-30 $472k 28k 17.02
2015-03-31 $156k 10k 15.34
2014-12-31 $182k 10k 17.90
2014-09-30 $182k 11k 17.01
2014-06-30 $159k 10k 15.39
2014-03-31 $178k 10k 17.22
2013-12-31 $161k 10k 15.58