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Chessman Wealth Strategies RIA’s Bank of America BAC Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-2,536
Closed -$75K – 34
2018
Q3 		$75K Buy
+2,536
New +$77.2K 0.07% 46

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Chessman Wealth Strategies RIA's BAC Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Bank of America (BAC) in Q4 2018, closing a stake of 2,536 shares — an estimated $75K sold.

Chessman Wealth Strategies RIA first reported a position in BAC in Q3 2018 and held it in 1 quarter. The position peaked at $75K in Q3 2018. 2,065 funds tracked by Wall St. Rank hold BAC as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Bank of America position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 2,536 Bank of America shares in Q4 2018, an estimated $75K.
  • Chessman Wealth Strategies RIA first reported a position in Bank of America in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Bank of America position peaked at $75K in Q3 2018.
  • 2,065 funds tracked by Wall St. Rank held Bank of America as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.