Huber Financial Advisors’s Bank of America BAC Stock Holding History

Huber Financial 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 Q1	–	Sell	-8,922	Closed	-$314K	–	117
2019 Q4	$314K	Buy	8,922 +29	+0.3%	+$937	0.11%	93
2019 Q3	$259K	Buy	8,893 +62	+0.7%	+$1.78K	0.1%	101
2019 Q2	$256K	Buy	8,831 +29	+0.3%	+$836	0.11%	102
2019 Q1	$243K	Sell	8,802 -500	-5%	-$14.1K	0.12%	102
2018 Q4	$229K	Buy	9,302 +783	+9%	+$21.2K	0.13%	88
2018 Q3	$251K	Buy	8,519 +1	+0%	+$30	0.19%	87
2018 Q2	$240K	Buy	8,518 +165	+2%	+$4.92K	0.22%	82
2018 Q1	$251K	Hold	8,353	–	–	0.25%	77
2017 Q4	$247K	Buy	+8,353	New	+$230K	0.27%	65

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

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

Norges Bank Oslo, Norway $935B AUM

Huber Financial Advisors's BAC Position: Q1 2020 in Review

Huber Financial Advisors sold out of Bank of America (BAC) in Q1 2020, closing a stake of 8,922 shares — an estimated $314K sold.

Huber Financial Advisors first reported a position in BAC in Q4 2017 and held it in 9 quarters. The position peaked at $314K in Q4 2019. 2,087 funds tracked by Wall St. Rank hold BAC as of Q1 2020.

Huber Financial Advisors reported no remaining Bank of America position as of Q1 2020 after selling out during the quarter.
Huber Financial Advisors sold 8,922 Bank of America shares in Q1 2020, an estimated $314K.
Huber Financial Advisors first reported a position in Bank of America in Q4 2017 and held it in 9 quarters.
Huber Financial Advisors's Bank of America position peaked at $314K in Q4 2019.
2,087 funds tracked by Wall St. Rank held Bank of America as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.