Beacon Pointe Wealth Advisors’s Bank of America BAC Stock Holding History

Beacon Pointe Wealth Advisors’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	$2.29M	Buy	64,913 +6,934	+12%	+$224K	0.42%	50
2019 Q3	$1.69M	Buy	57,979 +9,024	+18%	+$259K	0.36%	67
2019 Q2	$1.42M	Buy	48,955 +6,566	+15%	+$189K	0.3%	73
2019 Q1	$1.18M	Buy	42,389 +5,021	+13%	+$142K	0.27%	83
2018 Q4	$923K	Buy	+37,368	New	+$1.01M	0.33%	74

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

Beacon Pointe Wealth Advisors's BAC Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Bank of America (BAC) stake by 12% in Q4 2019, buying an estimated $224K and bringing the position to 64,913 shares worth $2.29M. The position accounts for 0.42% of the portfolio, ranked #50.

Beacon Pointe Wealth Advisors first reported a position in BAC in Q4 2018 and has held it in 5 quarters since. 2,304 funds tracked by Wall St. Rank hold BAC as of Q4 2019.

Beacon Pointe Wealth Advisors held 64,913 shares of Bank of America worth $2.29M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 6,934 Bank of America shares in Q4 2019, an estimated $224K.
Bank of America made up 0.42% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #50 holding.
Beacon Pointe Wealth Advisors first reported a position in Bank of America in Q4 2018 and has held it in 5 quarters since.
2,304 funds tracked by Wall St. Rank held Bank of America as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.