Number of Shares
98,171.00
Current Holdings Value*
$4.10 Mil
% of Portfolio
3.2%
Total Estimate Gain
$399,725.51
% of Total Estimate Gain
9.21%

Wernau Asset Management Inc.'s Bank of America Corp Holding Summary

As of 2025-03-31, Wernau Asset Management Inc. held 98,171.00 shares of Bank of America Corp(BAC), totaling $4.10 Mil. This investment constitutes 3.2% of their stock portfolio, and Wernau Asset Management Inc. now holds 0% of the outstanding Bank of America Corp(BAC) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $44.56 for 346.00 shares. Based on historical transaction data and BAC's current price of $48.14, Wernau Asset Management Inc.'s estimated gain on his BAC holdings is $399,725.51, reflecting a 9.21% gain to date.

Wernau Asset Management Inc. BAC ($48.14) Holding Chart

Wernau Asset Management Inc. BAC ($48.14) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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