GWA
BAC icon

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

Genesis 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
2015
Q2 		$75.4K Buy
4,428
+422
+11% +$6.96K 0.06% 142
2015
Q1 		$61.7K Hold
4,006
– – 0.05% 171
2014
Q4 		$66.1K Buy
+4,006
New +$68.6K 0.05% 178

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Genesis Wealth Advisors's BAC Position: Q2 2015 in Review

Genesis Wealth Advisors increased its Bank of America (BAC) stake by 11% in Q2 2015, buying an estimated $6.96K and bringing the position to 4,428 shares worth $75.4K. The position accounts for 0.06% of the portfolio, ranked #142.

Genesis Wealth Advisors first reported a position in BAC in Q4 2014 and has held it in 3 quarters since. 1,422 funds tracked by Wall St. Rank hold BAC as of Q2 2015.

  • Genesis Wealth Advisors held 4,428 shares of Bank of America worth $75.4K as of Q2 2015.
  • Genesis Wealth Advisors bought 422 Bank of America shares in Q2 2015, an estimated $6.96K.
  • Bank of America made up 0.06% of Genesis Wealth Advisors's portfolio in Q2 2015, its #142 holding.
  • Genesis Wealth Advisors first reported a position in Bank of America in Q4 2014 and has held it in 3 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Bank of America as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.