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CWH Capital Management’s Bank of America BAC Stock Holding History

CWH Capital 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
Q4 		$675K Buy
22,284
+4,379
+24% +$117K 0.28% 45
2020
Q3 		$431K Buy
17,905
+3,528
+25% +$87.8K 0.2% 43
2020
Q2 		$341K Buy
+14,377
New +$340K 0.17% 41

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

CWH Capital Management's BAC Position: Q4 2020 in Review

CWH Capital Management increased its Bank of America (BAC) stake by 24% in Q4 2020, buying an estimated $117K and bringing the position to 22,284 shares worth $675K. The position accounts for 0.28% of the portfolio, ranked #45.

CWH Capital Management first reported a position in BAC in Q2 2020 and has held it in 3 quarters since. 2,378 funds tracked by Wall St. Rank hold BAC as of Q4 2020.

  • CWH Capital Management held 22,284 shares of Bank of America worth $675K as of Q4 2020.
  • CWH Capital Management bought 4,379 Bank of America shares in Q4 2020, an estimated $117K.
  • Bank of America made up 0.28% of CWH Capital Management's portfolio in Q4 2020, its #45 holding.
  • CWH Capital Management first reported a position in Bank of America in Q2 2020 and has held it in 3 quarters since.
  • 2,378 funds tracked by Wall St. Rank held Bank of America as of Q4 2020.

Based on CWH Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.