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

NewFocus 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
Q4 		$1.29M Buy
42,680
+5,612
+15% +$150K 0.38% 66
2020
Q3 		$893K Buy
+37,068
New +$923K 0.3% 72

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

NewFocus Financial Group's BAC Position: Q4 2020 in Review

NewFocus Financial Group increased its Bank of America (BAC) stake by 15% in Q4 2020, buying an estimated $150K and bringing the position to 42,680 shares worth $1.29M. The position accounts for 0.38% of the portfolio, ranked #66.

NewFocus Financial Group first reported a position in BAC in Q3 2020 and has held it in 2 quarters since. 2,379 funds tracked by Wall St. Rank hold BAC as of Q4 2020.

  • NewFocus Financial Group held 42,680 shares of Bank of America worth $1.29M as of Q4 2020.
  • NewFocus Financial Group bought 5,612 Bank of America shares in Q4 2020, an estimated $150K.
  • Bank of America made up 0.38% of NewFocus Financial Group's portfolio in Q4 2020, its #66 holding.
  • NewFocus Financial Group first reported a position in Bank of America in Q3 2020 and has held it in 2 quarters since.
  • 2,379 funds tracked by Wall St. Rank held Bank of America as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.