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

Hillcrest 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
2020
Q4 		– Sell
-30,034
Closed -$724K – 52
2020
Q3 		$724K Buy
+30,034
New +$748K 0.51% 36

Other funds holding BAC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Hillcrest Wealth Advisors's BAC Position: Q4 2020 in Review

Hillcrest Wealth Advisors sold out of Bank of America (BAC) in Q4 2020, closing a stake of 30,034 shares — an estimated $724K sold.

Hillcrest Wealth Advisors first reported a position in BAC in Q3 2020 and held it in 1 quarter. The position peaked at $724K in Q3 2020. 2,377 funds tracked by Wall St. Rank hold BAC as of Q4 2020.

  • Hillcrest Wealth Advisors reported no remaining Bank of America position as of Q4 2020 after selling out during the quarter.
  • Hillcrest Wealth Advisors sold 30,034 Bank of America shares in Q4 2020, an estimated $724K.
  • Hillcrest Wealth Advisors first reported a position in Bank of America in Q3 2020 and held it in 1 quarter.
  • Hillcrest Wealth Advisors's Bank of America position peaked at $724K in Q3 2020.
  • 2,377 funds tracked by Wall St. Rank held Bank of America as of Q4 2020.

Based on Hillcrest Wealth Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.