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New England Research & Management’s Bank of America BAC Stock Holding History

New England Research & Management’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
2021
Q2 		– Sell
-5,525
Closed -$214K – 173
2021
Q1 		$214K Buy
+5,525
New +$191K 0.12% 159

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New England Research & Management's BAC Position: Q2 2021 in Review

New England Research & Management sold out of Bank of America (BAC) in Q2 2021, closing a stake of 5,525 shares — an estimated $214K sold.

New England Research & Management first reported a position in BAC in Q1 2021 and held it in 1 quarter. The position peaked at $214K in Q1 2021. 2,488 funds tracked by Wall St. Rank hold BAC as of Q2 2021.

  • New England Research & Management reported no remaining Bank of America position as of Q2 2021 after selling out during the quarter.
  • New England Research & Management sold 5,525 Bank of America shares in Q2 2021, an estimated $214K.
  • New England Research & Management first reported a position in Bank of America in Q1 2021 and held it in 1 quarter.
  • New England Research & Management's Bank of America position peaked at $214K in Q1 2021.
  • 2,488 funds tracked by Wall St. Rank held Bank of America as of Q2 2021.

Based on New England Research & Management's 13F filing for Q2 2021, filed 15 Jul 2021.