Campbell Wealth Management’s Bank of America BAC Stock Holding History

Campbell Wealth Management’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 Q3	–	Sell	-3,518	Closed	-$84K	–	89
2020 Q2	$84K	Buy	+3,518	New	+$83.1K	0.01%	101
2019 Q2	–	Sell	-9,022	Closed	-$249K	–	62
2019 Q1	$249K	Buy	+9,022	New	+$255K	0.07%	45

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Campbell Wealth Management's BAC Position: Q3 2020 in Review

Campbell Wealth Management sold out of Bank of America (BAC) in Q3 2020, closing a stake of 3,518 shares — an estimated $84K sold.

Campbell Wealth Management first reported a position in BAC in Q1 2019 and held it in 2 quarters. The position peaked at $249K in Q1 2019. 2,087 funds tracked by Wall St. Rank hold BAC as of Q3 2020.

Campbell Wealth Management reported no remaining Bank of America position as of Q3 2020 after selling out during the quarter.
Campbell Wealth Management sold 3,518 Bank of America shares in Q3 2020, an estimated $84K.
Campbell Wealth Management first reported a position in Bank of America in Q1 2019 and held it in 2 quarters.
Campbell Wealth Management's Bank of America position peaked at $249K in Q1 2019.
2,087 funds tracked by Wall St. Rank held Bank of America as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.