Atwater Malick’s Bank of America BAC Stock Holding History

Atwater Malick’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 Q4	–	Sell	-170	Closed	-$5K	–	53
2019 Q3	$5K	Buy	+170	New	+$4.89K	﹤0.01%	174

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

Atwater Malick's BAC Position: Q4 2019 in Review

Atwater Malick sold out of Bank of America (BAC) in Q4 2019, closing a stake of 170 shares — an estimated $5K sold.

Atwater Malick first reported a position in BAC in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 2,304 funds tracked by Wall St. Rank hold BAC as of Q4 2019.

Atwater Malick reported no remaining Bank of America position as of Q4 2019 after selling out during the quarter.
Atwater Malick sold 170 Bank of America shares in Q4 2019, an estimated $5K.
Atwater Malick first reported a position in Bank of America in Q3 2019 and held it in 1 quarter.
Atwater Malick's Bank of America position peaked at $5K in Q3 2019.
2,304 funds tracked by Wall St. Rank held Bank of America as of Q4 2019.

Based on Atwater Malick's 13F filing for Q4 2019, filed 7 Jan 2020.