Financial Advantage’s Bank of America BAC Stock Holding History

Financial Advantage’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 Q3	–	Sell	-810	Closed	-$19K	–	108
2020 Q2	$19K	Buy	+810	New	+$19.1K	0.01%	89
2013 Q3	–	Sell	-153	Closed	-$2K	–	217
2013 Q2	$2K	Buy	+153	New	+$1.95K	﹤0.01%	195

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Financial Advantage's BAC Position: Q3 2020 in Review

Financial Advantage sold out of Bank of America (BAC) in Q3 2020, closing a stake of 810 shares — an estimated $19K sold.

Financial Advantage first reported a position in BAC in Q2 2013 and held it in 2 quarters. The position peaked at $19K in Q2 2020. 2,087 funds tracked by Wall St. Rank hold BAC as of Q3 2020.

Financial Advantage reported no remaining Bank of America position as of Q3 2020 after selling out during the quarter.
Financial Advantage sold 810 Bank of America shares in Q3 2020, an estimated $19K.
Financial Advantage first reported a position in Bank of America in Q2 2013 and held it in 2 quarters.
Financial Advantage's Bank of America position peaked at $19K in Q2 2020.
2,087 funds tracked by Wall St. Rank held Bank of America as of Q3 2020.

Based on Financial Advantage's 13F filing for Q3 2020, filed 27 Oct 2020.