Bank of America’s WisdomTree U.S. ESG Fund RESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,787
| Closed | -$87.9K | – | 8385 |
|
|
2023
Q4 | $87.9K | Sell |
1,787
-1,331
| -43% | -$61.4K | ﹤0.01% | 6425 |
|
|
2023
Q3 | $138K | Hold |
3,118
| – | – | ﹤0.01% | 6107 |
|
|
2023
Q2 | $143K | Sell |
3,118
-2,039
| -40% | -$89.5K | ﹤0.01% | 6040 |
|
|
2023
Q1 | $222K | Sell |
5,157
-1,000
| -16% | -$42.6K | ﹤0.01% | 5865 |
|
|
2022
Q4 | $253K | Sell |
6,157
-7,000
| -53% | -$289K | ﹤0.01% | 5792 |
|
|
2022
Q3 | $503K | Buy |
13,157
+11,574
| +731% | +$494K | ﹤0.01% | 5395 |
|
|
2022
Q2 | $64K | Buy |
+1,583
| New | +$69.8K | ﹤0.01% | 6719 |
|
|
2020
Q3 | – | Sell |
-1,400
| Closed | -$47K | – | 7273 |
|
|
2020
Q2 | $47K | Sell |
1,400
-9,828
| -88% | -$308K | ﹤0.01% | 6009 |
|
|
2020
Q1 | $308K | Buy |
11,228
+20
| +0.2% | +$679 | ﹤0.01% | 4834 |
|
|
2019
Q4 | $414K | Sell |
11,208
-771
| -6% | -$27.3K | ﹤0.01% | 5142 |
|
|
2019
Q3 | $406K | Sell |
11,979
-415
| -3% | -$14K | ﹤0.01% | 5223 |
|
|
2019
Q2 | $413K | Sell |
12,394
-2,110
| -15% | -$69.4K | ﹤0.01% | 5190 |
|
|
2019
Q1 | $468K | Sell |
14,504
-52,140
| -78% | -$1.63M | ﹤0.01% | 5055 |
|
|
2018
Q4 | $1.9M | Buy |
66,644
+50,279
| +307% | +$1.57M | ﹤0.01% | 3893 |
|
|
2018
Q3 | $548K | Sell |
16,365
-360
| -2% | -$11.9K | ﹤0.01% | 4881 |
|
|
2018
Q2 | $529K | Sell |
16,725
-10,650
| -39% | -$337K | ﹤0.01% | 4879 |
|
|
2018
Q1 | $852K | Buy |
27,375
+66
| +0.2% | +$2.13K | ﹤0.01% | 4496 |
|
|
2017
Q4 | $870K | Sell |
27,309
-4,524
| -14% | -$140K | ﹤0.01% | 4581 |
|
|
2017
Q3 | $949K | Sell |
31,833
-18,912
| -37% | -$551K | ﹤0.01% | 4550 |
|
|
2017
Q2 | $1.45M | Buy |
50,745
+1,371
| +3% | +$38.7K | ﹤0.01% | 4162 |
|
|
2017
Q1 | $1.38M | Sell |
49,374
-44,601
| -47% | -$1.23M | ﹤0.01% | 4198 |
|
|
2016
Q4 | $2.5M | Sell |
93,975
-7,479
| -7% | -$192K | ﹤0.01% | 3585 |
|
|
2016
Q3 | $2.54M | Buy |
101,454
+2,664
| +3% | +$66K | ﹤0.01% | 3451 |
|
|
2016
Q2 | $2.34M | Sell |
98,790
-6,246
| -6% | -$149K | ﹤0.01% | 3500 |
|
|
2016
Q1 | $2.5M | Sell |
105,036
-8,616
| -8% | -$194K | ﹤0.01% | 3383 |
|
|
2015
Q4 | $2.69M | Buy |
113,652
+1,905
| +2% | +$45.7K | ﹤0.01% | 3539 |
|
|
2015
Q3 | $2.52M | Buy |
111,747
+7,782
| +7% | +$186K | ﹤0.01% | 3550 |
|
|
2015
Q2 | $2.56M | Buy |
103,965
+15,114
| +17% | +$379K | ﹤0.01% | 3225 |
|
|
2015
Q1 | $2.21M | Sell |
88,851
-106,485
| -55% | -$2.62M | ﹤0.01% | 3162 |
|
|
2014
Q4 | $4.84M | Buy |
195,336
+94,692
| +94% | +$2.28M | ﹤0.01% | 2579 |
|
|
2014
Q3 | $2.38M | Buy |
100,644
+33,786
| +51% | +$802K | ﹤0.01% | 3224 |
|
|
2014
Q2 | $1.57M | Sell |
66,858
-432
| -0.6% | -$9.9K | ﹤0.01% | 3586 |
|
|
2014
Q1 | $1.52M | Buy |
67,290
+12,498
| +23% | +$276K | ﹤0.01% | 3470 |
|
|
2013
Q4 | $1.22M | Buy |
54,792
+3,057
| +6% | +$65.1K | ﹤0.01% | 3848 |
|
|
2013
Q3 | $1.05M | Buy |
51,735
+6,729
| +15% | +$136K | ﹤0.01% | 3907 |
|
|
2013
Q2 | $871K | Buy |
+45,006
| New | +$866K | ﹤0.01% | 4192 |
|
Other funds holding RESP
Bank of America's RESP Position: Q1 2024 in Review
Bank of America sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 1,787 shares — an estimated $87.9K sold.
Bank of America first reported a position in RESP in Q2 2013 and held it in 36 quarters. The position peaked at $4.84M in Q4 2014. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.
- Bank of America reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
- Bank of America sold 1,787 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $87.9K.
- Bank of America first reported a position in WisdomTree U.S. ESG Fund in Q2 2013 and held it in 36 quarters.
- Bank of America's WisdomTree U.S. ESG Fund position peaked at $4.84M in Q4 2014.
- 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.
Based on Bank of America's 13F filing for Q1 2024, filed 15 May 2024.