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

Filbrandt 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
2021
Q3 		$1K Buy
+29
New +$1.17K ﹤0.01% 201
2020
Q3 		– Sell
-422
Closed -$10K – 176
2020
Q2 		$10K Buy
422
+13
+3% +$307 0.01% 226
2020
Q1 		$9K Sell
409
-957
-70% -$28.7K 0.01% 128
2019
Q4 		$48K Buy
+1,366
New +$44.1K 0.04% 86

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Filbrandt Wealth Management's BAC Position: Q3 2021 in Review

Filbrandt Wealth Management opened a new position in Bank of America (BAC) in Q3 2021: 29 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #201 among its holdings. This is a return to the name: Filbrandt Wealth Management previously reported a position in BAC as recently as Q2 2020.

Filbrandt Wealth Management first reported a position in BAC in Q4 2019 and has held it in 4 quarters since. The position peaked at $48K in Q4 2019. 2,492 funds tracked by Wall St. Rank hold BAC as of Q3 2021.

  • Filbrandt Wealth Management held 29 shares of Bank of America worth $1K as of Q3 2021.
  • Bank of America was a new Filbrandt Wealth Management position in Q3 2021.
  • Bank of America made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #201 holding.
  • Filbrandt Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 4 quarters since.
  • Filbrandt Wealth Management's Bank of America position peaked at $48K in Q4 2019.
  • 2,492 funds tracked by Wall St. Rank held Bank of America as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.