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

CMH 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 Q1	–	Sell	-68,046	Closed	-$2.4M	–	48
2019 Q4	$2.4M	Sell	68,046 -115	-0.2%	-$3.72K	1.23%	36
2019 Q3	$1.99M	Buy	68,161 +2,630	+4%	+$75.6K	1.13%	41
2019 Q2	$1.9M	Buy	65,531 +5	+0%	+$144	1.11%	41
2019 Q1	$1.81M	Buy	65,526 +5,565	+9%	+$157K	1.1%	41
2018 Q4	$1.48M	Sell	59,961 -1,590	-3%	-$43.1K	0.89%	46
2018 Q3	$1.82M	Buy	61,551 +6,280	+11%	+$191K	0.96%	41
2018 Q2	$1.56M	Sell	55,271 -8,129	-13%	-$243K	0.89%	40
2018 Q1	$1.86M	Sell	63,400 -70	-0.1%	-$2.2K	1.25%	29
2017 Q4	$1.9M	Buy	+63,470	New	+$1.75M	1.26%	30
2017 Q3	–	Sell	-10,780	Closed	-$265K	–	49
2017 Q2	$265K	Buy	+10,780	New	+$251K	0.21%	46

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

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

CMH Wealth Management's BAC Position: Q1 2020 in Review

CMH Wealth Management sold out of Bank of America (BAC) in Q1 2020, closing a stake of 68,046 shares — an estimated $2.4M sold.

CMH Wealth Management first reported a position in BAC in Q2 2017 and held it in 10 quarters. The position peaked at $2.4M in Q4 2019. 2,086 funds tracked by Wall St. Rank hold BAC as of Q1 2020.

CMH Wealth Management reported no remaining Bank of America position as of Q1 2020 after selling out during the quarter.
CMH Wealth Management sold 68,046 Bank of America shares in Q1 2020, an estimated $2.4M.
CMH Wealth Management first reported a position in Bank of America in Q2 2017 and held it in 10 quarters.
CMH Wealth Management's Bank of America position peaked at $2.4M in Q4 2019.
2,086 funds tracked by Wall St. Rank held Bank of America as of Q1 2020.

Based on CMH Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.