CSat Investment Advisory’s Bank of America BAC Stock Holding History

CSat Investment Advisory’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	$3K	Sell	77 -27,294	-100%	-$942K	﹤0.01%	505
2020 Q4	$830K	Sell	27,371 -25,340	-48%	-$679K	0.77%	34
2020 Q3	$1.27M	Buy	52,711 +3,406	+7%	+$84.8K	0.11%	85
2020 Q2	$1.17M	Sell	49,305 -13,568	-22%	-$321K	0.14%	72
2020 Q1	$1.33M	Buy	62,873 +11,050	+21%	+$331K	0.28%	44
2019 Q4	$1.82M	Buy	51,823 +4,547	+10%	+$147K	0.48%	32
2019 Q3	$1.38M	Buy	47,276 +11,674	+33%	+$336K	0.43%	40
2019 Q2	$1.03M	Buy	35,602 +28,336	+390%	+$817K	0.37%	58
2019 Q1	$200K	Buy	7,266 +3,089	+74%	+$87.3K	0.1%	127
2018 Q4	$103K	Buy	4,177 +487	+13%	+$13.2K	0.06%	143
2018 Q3	$109K	Buy	3,690 +41	+1%	+$1.25K	0.06%	139
2018 Q2	$103K	Buy	+3,649	New	+$109K	0.05%	156

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

CSat Investment Advisory's BAC Position: Q1 2021 in Review

CSat Investment Advisory reduced its Bank of America (BAC) stake by 100% in Q1 2021, selling an estimated $942K and leaving 77 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

CSat Investment Advisory first reported a position in BAC in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.82M in Q4 2019. 2,476 funds tracked by Wall St. Rank hold BAC as of Q1 2021.

CSat Investment Advisory held 77 shares of Bank of America worth $3K as of Q1 2021.
CSat Investment Advisory sold 27,294 Bank of America shares in Q1 2021, an estimated $942K.
Bank of America made up ﹤0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #505 holding.
CSat Investment Advisory first reported a position in Bank of America in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Bank of America position peaked at $1.82M in Q4 2019.
2,476 funds tracked by Wall St. Rank held Bank of America as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.