LifePlan Financial Group’s Bank of America BAC Stock Holding History

LifePlan Financial Group’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	$3K	Hold	125	–	–	﹤0.01%	507
2020 Q2	$3K	Hold	125	–	–	﹤0.01%	509
2020 Q1	$3K	Hold	125	–	–	﹤0.01%	484
2019 Q4	$4K	Hold	125	–	–	﹤0.01%	475
2019 Q3	$4K	Hold	125	–	–	﹤0.01%	470
2019 Q2	$4K	Hold	125	–	–	﹤0.01%	467
2019 Q1	$3K	Buy	+125	New	+$3.53K	﹤0.01%	486
2014 Q2	–	Sell	-40	Closed	-$1K	–	76
2014 Q1	$1K	Buy	+40	New	+$673	﹤0.01%	239

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LifePlan Financial Group's BAC Position: Q3 2020 in Review

LifePlan Financial Group held its Bank of America (BAC) position steady in Q3 2020 at 125 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

LifePlan Financial Group first reported a position in BAC in Q1 2014 and has held it in 8 quarters since. The position peaked at $4K in Q4 2019. 2,087 funds tracked by Wall St. Rank hold BAC as of Q3 2020.

LifePlan Financial Group held 125 shares of Bank of America worth $3K as of Q3 2020.
LifePlan Financial Group left its Bank of America share count unchanged in Q3 2020.
Bank of America made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #507 holding.
LifePlan Financial Group first reported a position in Bank of America in Q1 2014 and has held it in 8 quarters since.
LifePlan Financial Group's Bank of America position peaked at $4K in Q4 2019.
2,087 funds tracked by Wall St. Rank held Bank of America as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.