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

Divergent 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
2018 Q4	–	Sell	-2,033	Closed	-$61K	–	51
2018 Q3	$61K	Hold	2,033	–	–	0.02%	58
2018 Q2	$57K	Sell	2,033 -151	-7%	-$4.5K	0.02%	56
2018 Q1	$65K	Buy	+2,184	New	+$68.6K	0.02%	55

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Divergent Wealth Advisors's BAC Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Bank of America (BAC) in Q4 2018, closing a stake of 2,033 shares — an estimated $61K sold.

Divergent Wealth Advisors first reported a position in BAC in Q1 2018 and held it in 3 quarters. The position peaked at $65K in Q1 2018. 2,064 funds tracked by Wall St. Rank hold BAC as of Q4 2018.

Divergent Wealth Advisors reported no remaining Bank of America position as of Q4 2018 after selling out during the quarter.
Divergent Wealth Advisors sold 2,033 Bank of America shares in Q4 2018, an estimated $61K.
Divergent Wealth Advisors first reported a position in Bank of America in Q1 2018 and held it in 3 quarters.
Divergent Wealth Advisors's Bank of America position peaked at $65K in Q1 2018.
2,064 funds tracked by Wall St. Rank held Bank of America as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.