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Choice Wealth Advisors’s Bank of America BAC Stock Holding History

Choice 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
2021
Q1 		– Sell
-17,029
Closed -$516K – 23
2020
Q4 		$516K Buy
+17,029
New +$456K 0.47% 15

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Choice Wealth Advisors's BAC Position: Q1 2021 in Review

Choice Wealth Advisors sold out of Bank of America (BAC) in Q1 2021, closing a stake of 17,029 shares — an estimated $516K sold.

Choice Wealth Advisors first reported a position in BAC in Q4 2020 and held it in 1 quarter. The position peaked at $516K in Q4 2020. 2,475 funds tracked by Wall St. Rank hold BAC as of Q1 2021.

  • Choice Wealth Advisors reported no remaining Bank of America position as of Q1 2021 after selling out during the quarter.
  • Choice Wealth Advisors sold 17,029 Bank of America shares in Q1 2021, an estimated $516K.
  • Choice Wealth Advisors first reported a position in Bank of America in Q4 2020 and held it in 1 quarter.
  • Choice Wealth Advisors's Bank of America position peaked at $516K in Q4 2020.
  • 2,475 funds tracked by Wall St. Rank held Bank of America as of Q1 2021.

Based on Choice Wealth Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.