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D.B. Root & Company’s Bank of America BAC Stock Holding History

D.B. Root & Company’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
Q2 		– Sell
-5,318
Closed -$205K – 205
2021
Q1 		$205K Buy
+5,318
New +$184K 0.08% 200
2020
Q1 		– Sell
-5,931
Closed -$208K – 183
2019
Q4 		$208K Buy
+5,931
New +$192K 0.09% 187

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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

D.B. Root & Company's BAC Position: Q2 2021 in Review

D.B. Root & Company sold out of Bank of America (BAC) in Q2 2021, closing a stake of 5,318 shares — an estimated $205K sold.

D.B. Root & Company first reported a position in BAC in Q4 2019 and held it in 2 quarters. The position peaked at $208K in Q4 2019. 2,488 funds tracked by Wall St. Rank hold BAC as of Q2 2021.

  • D.B. Root & Company reported no remaining Bank of America position as of Q2 2021 after selling out during the quarter.
  • D.B. Root & Company sold 5,318 Bank of America shares in Q2 2021, an estimated $205K.
  • D.B. Root & Company first reported a position in Bank of America in Q4 2019 and held it in 2 quarters.
  • D.B. Root & Company's Bank of America position peaked at $208K in Q4 2019.
  • 2,488 funds tracked by Wall St. Rank held Bank of America as of Q2 2021.

Based on D.B. Root & Company's 13F filing for Q2 2021, filed 28 Jul 2021.