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Leith Wheeler Investment Counsel’s Bank of America BAC Stock Holding History

Leith Wheeler Investment Counsel’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
Q4 		– Sell
-9,488
Closed -$229K – 44
2020
Q3 		$229K Hold
9,488
– – 0.05% 44
2020
Q2 		$225K Sell
9,488
-5,400
-36% -$128K 0.05% 39
2020
Q1 		$316K Buy
+14,888
New +$446K 0.1% 35

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Leith Wheeler Investment Counsel's BAC Position: Q4 2020 in Review

Leith Wheeler Investment Counsel sold out of Bank of America (BAC) in Q4 2020, closing a stake of 9,488 shares — an estimated $229K sold.

Leith Wheeler Investment Counsel first reported a position in BAC in Q1 2020 and held it in 3 quarters. The position peaked at $316K in Q1 2020. 2,376 funds tracked by Wall St. Rank hold BAC as of Q4 2020.

  • Leith Wheeler Investment Counsel reported no remaining Bank of America position as of Q4 2020 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 9,488 Bank of America shares in Q4 2020, an estimated $229K.
  • Leith Wheeler Investment Counsel first reported a position in Bank of America in Q1 2020 and held it in 3 quarters.
  • Leith Wheeler Investment Counsel's Bank of America position peaked at $316K in Q1 2020.
  • 2,376 funds tracked by Wall St. Rank held Bank of America as of Q4 2020.

Based on Leith Wheeler Investment Counsel's 13F filing for Q4 2020, filed 25 Jan 2021.