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Kays Financial Advisory’s Bank of America BAC Stock Holding History

Kays Financial 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
2020
Q3 		$3.63M Buy
150,533
+19,494
+15% +$485K 0.58% 31
2020
Q2 		$3.11M Buy
131,039
+5,257
+4% +$124K 0.54% 34
2020
Q1 		$2.67M Buy
125,782
+7,549
+6% +$226K 0.55% 34
2019
Q4 		$4.16M Buy
118,233
+1,020
+0.9% +$33K 0.74% 24
2019
Q3 		$3.42M Sell
117,213
-107
-0.1% -$3.08K 0.63% 29
2019
Q2 		$3.4M Buy
117,320
+3,780
+3% +$109K 0.63% 32
2019
Q1 		$3.13M Buy
113,540
+54,958
+94% +$1.55M 0.61% 30
2018
Q4 		$1.44M Buy
58,582
+3,586
+7% +$97.3K 0.33% 51
2018
Q3 		$1.62M Sell
54,996
-988
-2% -$30.1K 0.35% 43
2018
Q2 		$1.58M Buy
55,984
+2,815
+5% +$84K 0.35% 39
2018
Q1 		$1.59M Buy
53,169
+38,882
+272% +$1.22M 0.36% 38
2017
Q4 		$422K Sell
14,287
-97
-0.7% -$2.67K 0.12% 62
2017
Q3 		$364K Buy
14,384
+200
+1% +$4.85K 0.12% 59
2017
Q2 		$344K Buy
14,184
+930
+7% +$21.7K 0.12% 60
2017
Q1 		$313K Buy
13,254
+217
+2% +$5.15K 0.11% 64
2016
Q4 		$287K Buy
13,037
+4,221
+48% +$81.3K 0.11% 61
2016
Q3 		$138K Buy
+8,816
New +$131K 0.06% 62
2014
Q2 		– Sell
-14,248
Closed -$245K – 41
2014
Q1 		$245K Sell
14,248
-503
-3% -$8.46K 0.18% 28
2013
Q4 		$230K Buy
+14,751
New +$219K 0.17% 27

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $1.47T AUM 27.86% 1-Year Est. Return