Beacon Capital Management Inc (Ohio)’s Bank of America BAC Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q2	–	Sell	-105	Closed	-$2K	–	67
2020 Q1	$2K	Buy	+105	New	+$3.15K	﹤0.01%	62
2019 Q3	–	Sell	-3	Closed	–	–	62
2019 Q2	$0	Buy	+3	New	+$87	﹤0.01%	99
2017 Q2	–	Sell	-11	Closed	–	–	79
2017 Q1	$0	Buy	+11	New	+$261	﹤0.01%	83
2016 Q3	–	Sell	-55	Closed	-$1K	–	108
2016 Q2	$1K	Buy	55 +25	+83%	+$351	﹤0.01%	136
2016 Q1	$0	Sell	30 -26	-46%	-$351	﹤0.01%	199
2015 Q4	$1K	Buy	56 +26	+87%	+$440	﹤0.01%	213
2015 Q3	$0	Sell	30 -82	-73%	-$1.38K	﹤0.01%	241
2015 Q2	$2K	Buy	112 +82	+273%	+$1.35K	﹤0.01%	215
2015 Q1	$0	Hold	30	–	–	﹤0.01%	245
2014 Q4	$1K	Hold	30	–	–	﹤0.01%	203
2014 Q3	$1K	Hold	30	–	–	﹤0.01%	211
2014 Q2	$0	Hold	30	–	–	﹤0.01%	227
2014 Q1	$1K	Hold	30	–	–	﹤0.01%	218
2013 Q4	$0	Buy	+30	New	+$445	﹤0.01%	213

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Beacon Capital Management Inc (Ohio)'s BAC Position: Q2 2020 in Review

Beacon Capital Management Inc (Ohio) sold out of Bank of America (BAC) in Q2 2020, closing a stake of 105 shares — an estimated $2K sold.

Beacon Capital Management Inc (Ohio) first reported a position in BAC in Q4 2013 and held it in 14 quarters. The position peaked at $2K in Q1 2020. 2,133 funds tracked by Wall St. Rank hold BAC as of Q2 2020.

Beacon Capital Management Inc (Ohio) reported no remaining Bank of America position as of Q2 2020 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 105 Bank of America shares in Q2 2020, an estimated $2K.
Beacon Capital Management Inc (Ohio) first reported a position in Bank of America in Q4 2013 and held it in 14 quarters.
Beacon Capital Management Inc (Ohio)'s Bank of America position peaked at $2K in Q1 2020.
2,133 funds tracked by Wall St. Rank held Bank of America as of Q2 2020.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2020, filed 16 Jul 2020.