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JBJ Investment Partners’s Bank of America BAC Stock Holding History

JBJ Investment Partners’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
-19,615
Closed -$691K – 48
2019
Q4 		$691K Hold
19,615
– – 0.21% 22
2019
Q3 		$572K Sell
19,615
-1,035
-5% -$29.8K 0.19% 23
2019
Q2 		$599K Buy
20,650
+16
+0.1% +$461 0.22% 20
2019
Q1 		$569K Buy
+20,634
New +$583K 0.22% 20

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BlackRock
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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

JBJ Investment Partners's BAC Position: Q1 2020 in Review

JBJ Investment Partners sold out of Bank of America (BAC) in Q1 2020, closing a stake of 19,615 shares — an estimated $691K sold.

JBJ Investment Partners first reported a position in BAC in Q1 2019 and held it in 4 quarters. The position peaked at $691K in Q4 2019. 2,086 funds tracked by Wall St. Rank hold BAC as of Q1 2020.

  • JBJ Investment Partners reported no remaining Bank of America position as of Q1 2020 after selling out during the quarter.
  • JBJ Investment Partners sold 19,615 Bank of America shares in Q1 2020, an estimated $691K.
  • JBJ Investment Partners first reported a position in Bank of America in Q1 2019 and held it in 4 quarters.
  • JBJ Investment Partners's Bank of America position peaked at $691K in Q4 2019.
  • 2,086 funds tracked by Wall St. Rank held Bank of America as of Q1 2020.

Based on JBJ Investment Partners's 13F filing for Q1 2020, filed 24 Apr 2020.