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Atlas Private Wealth Management’s Bank of America BAC Stock Holding History

Atlas Private Wealth 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
2021
Q2 		– Sell
-2,820
Closed -$109K – 133
2021
Q1 		$109K Buy
2,820
+320
+13% +$11K 0.07% 146
2020
Q4 		$76K Sell
2,500
-1,617
-39% -$43.3K 0.05% 166
2020
Q3 		$99K Sell
4,117
-96
-2% -$2.39K 0.08% 147
2020
Q2 		$100K Sell
4,213
-4,897
-54% -$116K 0.08% 152
2020
Q1 		$193K Sell
9,110
-9,524
-51% -$286K 0.18% 109
2019
Q4 		$656K Buy
+18,634
New +$602K 0.5% 58

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Private Wealth Management's BAC Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Bank of America (BAC) in Q2 2021, closing a stake of 2,820 shares — an estimated $109K sold.

Atlas Private Wealth Management first reported a position in BAC in Q4 2019 and held it in 6 quarters. The position peaked at $656K in Q4 2019. 2,489 funds tracked by Wall St. Rank hold BAC as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Bank of America position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 2,820 Bank of America shares in Q2 2021, an estimated $109K.
  • Atlas Private Wealth Management first reported a position in Bank of America in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Bank of America position peaked at $656K in Q4 2019.
  • 2,489 funds tracked by Wall St. Rank held Bank of America as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.