Kaizen Advisory’s Bank of America BAC Stock Holding History

Kaizen Advisory’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
2018 Q4	$620K	Buy	25,157 +2,008	+9%	+$54.5K	0.43%	90
2018 Q3	$682K	Hold	23,149	–	–	0.36%	112
2018 Q2	$653K	Buy	23,149 +13,700	+145%	+$409K	0.33%	110
2018 Q1	$283K	Hold	9,449	–	–	0.28%	46
2017 Q4	$279K	Buy	+9,449	New	+$260K	0.17%	109

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

Kaizen Advisory's BAC Position: Q4 2018 in Review

Kaizen Advisory increased its Bank of America (BAC) stake by 8.7% in Q4 2018, buying an estimated $54.5K and bringing the position to 25,157 shares worth $620K. The position accounts for 0.43% of the portfolio, ranked #90.

Kaizen Advisory first reported a position in BAC in Q4 2017 and has held it in 5 quarters since. The position peaked at $682K in Q3 2018. 2,064 funds tracked by Wall St. Rank hold BAC as of Q4 2018.

Kaizen Advisory held 25,157 shares of Bank of America worth $620K as of Q4 2018.
Kaizen Advisory bought 2,008 Bank of America shares in Q4 2018, an estimated $54.5K.
Bank of America made up 0.43% of Kaizen Advisory's portfolio in Q4 2018, its #90 holding.
Kaizen Advisory first reported a position in Bank of America in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Bank of America position peaked at $682K in Q3 2018.
2,064 funds tracked by Wall St. Rank held Bank of America as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.