Artemis Wealth Advisors’s Bank of America BAC Stock Holding History

Artemis Wealth Advisors’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
2020 Q1	–	Sell	-1,093	Closed	-$38.5K	–	78
2019 Q4	$38.5K	Buy	+1,093	New	+$35.3K	0.01%	58

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Norges Bank Oslo, Norway $935B AUM

Artemis Wealth Advisors's BAC Position: Q1 2020 in Review

Artemis Wealth Advisors sold out of Bank of America (BAC) in Q1 2020, closing a stake of 1,093 shares — an estimated $38.5K sold.

Artemis Wealth Advisors first reported a position in BAC in Q4 2019 and held it in 1 quarter. The position peaked at $38.5K in Q4 2019. 2,086 funds tracked by Wall St. Rank hold BAC as of Q1 2020.

Artemis Wealth Advisors reported no remaining Bank of America position as of Q1 2020 after selling out during the quarter.
Artemis Wealth Advisors sold 1,093 Bank of America shares in Q1 2020, an estimated $38.5K.
Artemis Wealth Advisors first reported a position in Bank of America in Q4 2019 and held it in 1 quarter.
Artemis Wealth Advisors's Bank of America position peaked at $38.5K in Q4 2019.
2,086 funds tracked by Wall St. Rank held Bank of America as of Q1 2020.

Based on Artemis Wealth Advisors's 13F filing for Q1 2020, filed 17 Feb 2023.