Advisor Group’s Bank of America BAC Stock Holding History

Advisor Group’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-13	Closed	-$2K	–	5096
2018 Q3	$2K	Hold	13	–	–	﹤0.01%	4824
2018 Q2	$2K	Sell	13 -5	-28%	-$149	﹤0.01%	4642
2018 Q1	$9K	Buy	+18	New	+$565	﹤0.01%	4129
2017 Q1	–	Sell	-50	Closed	-$26K	–	4682
2016 Q4	$26K	Buy	+50	New	+$963	﹤0.01%	3058

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advisor Group's BAC Position: Q4 2019 in Review

Advisor Group increased its Bank of America (BAC) stake by 0.89% in Q4 2019, buying an estimated $236K and bringing the position to 823,195 shares worth $29M. The position accounts for 0.2% of the portfolio, ranked #93.

Advisor Group first reported a position in BAC in Q2 2016 and has held it in 15 quarters since. 2,304 funds tracked by Wall St. Rank hold BAC as of Q4 2019.

Advisor Group held 823,195 shares of Bank of America worth $29M as of Q4 2019.
Advisor Group bought 7,296 Bank of America shares in Q4 2019, an estimated $236K.
Bank of America made up 0.2% of Advisor Group's portfolio in Q4 2019, its #93 holding.
Advisor Group first reported a position in Bank of America in Q2 2016 and has held it in 15 quarters since.
2,304 funds tracked by Wall St. Rank held Bank of America as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.