Bank of America
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Bank of America’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Bank of America’s Portfolio NTSX Stock Details NTSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-23,825
Closed -$971K – 8506
2021
Q3 		$971K Buy
+23,825
New +$1M ﹤0.01% 5113

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

Bank of America's NTSX Position: Q4 2021 in Review

Bank of America sold out of WisdomTree US Efficient Core Fund (NTSX) in Q4 2021, closing a stake of 23,825 shares — an estimated $971K sold.

Bank of America first reported a position in NTSX in Q3 2021 and held it in 1 quarter. The position peaked at $971K in Q3 2021. 71 funds tracked by Wall St. Rank hold NTSX as of Q4 2021.

  • Bank of America reported no remaining WisdomTree US Efficient Core Fund position as of Q4 2021 after selling out during the quarter.
  • Bank of America sold 23,825 WisdomTree US Efficient Core Fund shares in Q4 2021, an estimated $971K.
  • Bank of America first reported a position in WisdomTree US Efficient Core Fund in Q3 2021 and held it in 1 quarter.
  • Bank of America's WisdomTree US Efficient Core Fund position peaked at $971K in Q3 2021.
  • 71 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2021.

Based on Bank of America's 13F filing for Q4 2021, filed 8 Feb 2022.