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Andesa Financial Management’s Bank of America BAC Stock Holding History

Andesa Financial Management’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
2019
Q2 		– Sell
-8,334
Closed -$228K – 111
2019
Q1 		$228K Buy
+8,334
New +$236K 0.11% 130

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Andesa Financial Management's BAC Position: Q2 2019 in Review

Andesa Financial Management sold out of Bank of America (BAC) in Q2 2019, closing a stake of 8,334 shares — an estimated $228K sold.

Andesa Financial Management first reported a position in BAC in Q1 2019 and held it in 1 quarter. The position peaked at $228K in Q1 2019. 2,087 funds tracked by Wall St. Rank hold BAC as of Q2 2019.

  • Andesa Financial Management reported no remaining Bank of America position as of Q2 2019 after selling out during the quarter.
  • Andesa Financial Management sold 8,334 Bank of America shares in Q2 2019, an estimated $228K.
  • Andesa Financial Management first reported a position in Bank of America in Q1 2019 and held it in 1 quarter.
  • Andesa Financial Management's Bank of America position peaked at $228K in Q1 2019.
  • 2,087 funds tracked by Wall St. Rank held Bank of America as of Q2 2019.

Based on Andesa Financial Management's 13F filing for Q2 2019, filed 30 Jul 2019.