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

Guidant 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
2019 Q1	–	Sell	-500	Closed	-$12K	–	259
2018 Q4	$12K	Sell	500 -64	-11%	-$1.74K	0.01%	189
2018 Q3	$16K	Buy	564 +64	+13%	+$1.95K	0.01%	129
2018 Q2	$14K	Sell	500 -110	-18%	-$3.28K	0.01%	134
2018 Q1	$17K	Buy	610 +110	+22%	+$3.46K	0.01%	124
2017 Q4	$15K	Hold	500	–	–	0.01%	131
2017 Q3	$12K	Hold	500	–	–	0.01%	150
2017 Q2	$12K	Sell	500 -200	-29%	-$4.66K	0.01%	190
2017 Q1	$16K	Buy	700 +200	+40%	+$4.75K	0.01%	150
2016 Q4	$12K	Hold	500	–	–	0.01%	145
2016 Q3	$8K	Buy	+500	New	+$7.45K	﹤0.01%	171

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

Guidant Wealth Advisors's BAC Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of Bank of America (BAC) in Q1 2019, closing a stake of 500 shares — an estimated $12K sold.

Guidant Wealth Advisors first reported a position in BAC in Q3 2016 and held it in 10 quarters. The position peaked at $17K in Q1 2018. 2,104 funds tracked by Wall St. Rank hold BAC as of Q1 2019.

Guidant Wealth Advisors reported no remaining Bank of America position as of Q1 2019 after selling out during the quarter.
Guidant Wealth Advisors sold 500 Bank of America shares in Q1 2019, an estimated $12K.
Guidant Wealth Advisors first reported a position in Bank of America in Q3 2016 and held it in 10 quarters.
Guidant Wealth Advisors's Bank of America position peaked at $17K in Q1 2018.
2,104 funds tracked by Wall St. Rank held Bank of America as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.