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IRON Financial’s Bank of America BAC Stock Holding History

IRON Financial’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
2021
Q1 		– Sell
-7,330
Closed -$222K – 110
2020
Q4 		$222K Sell
7,330
-2,766
-27% -$74.1K 0.11% 107
2020
Q3 		$243K Buy
10,096
+467
+5% +$11.6K 0.13% 88
2020
Q2 		$229K Buy
+9,629
New +$228K 0.12% 96
2018
Q3 		– Sell
-1,008,961
Closed -$527K – 90
2018
Q2 		$527K Buy
1,008,961
+1,001,889
+14,167% +$29.9M 0.29% 57
2018
Q1 		$212K Buy
7,072
+16
+0.2% +$503 0.14% 83
2017
Q4 		$208K Buy
+7,056
New +$195K 0.14% 74
2017
Q3 		– Sell
-26,890
Closed -$652K – 73
2017
Q2 		$652K Buy
26,890
+1,258
+5% +$29.3K 0.58% 39
2017
Q1 		$605K Buy
25,632
+4,357
+20% +$103K 0.44% 44
2016
Q4 		$470K Buy
21,275
+1,841
+9% +$35.5K 0.32% 47
2016
Q3 		$304K Buy
19,434
+359
+2% +$5.35K 0.37% 55
2016
Q2 		$253K Buy
19,075
+6,297
+49% +$88.5K 0.33% 55
2016
Q1 		$173K Buy
+12,778
New +$172K 0.17% 75
2015
Q4 		– Sell
-15,539
Closed -$242K – 93
2015
Q3 		$242K Buy
15,539
+1,970
+15% +$33.1K 0.16% 73
2015
Q2 		$231K Buy
13,569
+201
+2% +$3.31K 0.22% 63
2015
Q1 		$206K Sell
13,368
-5,218
-28% -$83.8K 0.16% 66
2014
Q4 		$3.33K Sell
18,586
-4,779
-20% -$81.8K 0.34% 53
2014
Q3 		$398K Buy
23,365
+1,499
+7% +$23.9K 0.51% 25
2014
Q2 		$336K Sell
21,866
-7,695
-26% -$120K 0.3% 42
2014
Q1 		$508K Buy
29,561
+4,374
+17% +$73.6K 0.39% 26
2013
Q4 		$392K Buy
+25,187
New +$374K 0.4% 28

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IRON Financial's BAC Position: Q1 2021 in Review

IRON Financial sold out of Bank of America (BAC) in Q1 2021, closing a stake of 7,330 shares — an estimated $222K sold.

IRON Financial first reported a position in BAC in Q4 2013 and held it in 20 quarters. The position peaked at $652K in Q2 2017. 2,476 funds tracked by Wall St. Rank hold BAC as of Q1 2021.

  • IRON Financial reported no remaining Bank of America position as of Q1 2021 after selling out during the quarter.
  • IRON Financial sold 7,330 Bank of America shares in Q1 2021, an estimated $222K.
  • IRON Financial first reported a position in Bank of America in Q4 2013 and held it in 20 quarters.
  • IRON Financial's Bank of America position peaked at $652K in Q2 2017.
  • 2,476 funds tracked by Wall St. Rank held Bank of America as of Q1 2021.

Based on IRON Financial's 13F filing for Q1 2021, filed 7 May 2021.