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

Clarus 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
2020 Q2	–	Sell	-11,245	Closed	-$225K	–	130
2020 Q1	$225K	Buy	11,245 +4,995	+80%	+$150K	0.22%	105
2019 Q4	$219K	Buy	+6,250	New	+$202K	0.14%	125
2019 Q3	–	Sell	-6,072	Closed	-$176K	–	175
2019 Q2	$176K	Buy	6,072 +26	+0.4%	+$750	0.13%	127
2019 Q1	$167K	Sell	6,046 -1,516	-20%	-$42.8K	0.12%	126
2018 Q4	$186K	Buy	7,562 +40	+0.5%	+$1.08K	0.29%	86
2018 Q3	$222K	Buy	7,522 +60	+0.8%	+$1.83K	0.14%	109
2018 Q2	$224K	Hold	7,462	–	–	0.17%	92
2018 Q1	$224K	Buy	7,462 +26	+0.3%	+$817	0.21%	92
2017 Q4	$220K	Buy	+7,436	New	+$205K	0.21%	88

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

Clarus Wealth Advisors's BAC Position: Q2 2020 in Review

Clarus Wealth Advisors sold out of Bank of America (BAC) in Q2 2020, closing a stake of 11,245 shares — an estimated $225K sold.

Clarus Wealth Advisors first reported a position in BAC in Q4 2017 and held it in 9 quarters. The position peaked at $225K in Q1 2020. 2,133 funds tracked by Wall St. Rank hold BAC as of Q2 2020.

Clarus Wealth Advisors reported no remaining Bank of America position as of Q2 2020 after selling out during the quarter.
Clarus Wealth Advisors sold 11,245 Bank of America shares in Q2 2020, an estimated $225K.
Clarus Wealth Advisors first reported a position in Bank of America in Q4 2017 and held it in 9 quarters.
Clarus Wealth Advisors's Bank of America position peaked at $225K in Q1 2020.
2,133 funds tracked by Wall St. Rank held Bank of America as of Q2 2020.

Based on Clarus Wealth Advisors's 13F filing for Q2 2020, filed 9 Jul 2020.