Pacific Edge Advisors’s Bank of America BAC Stock Holding History

Pacific Edge Advisors’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 Q1	–	Sell	-9,840	Closed	-$347K	–	37
2019 Q4	$347K	Buy	9,840 +2,210	+29%	+$71.4K	0.21%	36
2019 Q3	$223K	Hold	7,630	–	–	0.15%	40
2019 Q2	$221K	Sell	7,630 -2,240	-23%	-$64.6K	0.15%	39
2019 Q1	$272K	Sell	9,870 -90	-0.9%	-$2.54K	0.16%	38
2018 Q4	$245K	Hold	9,960	–	–	0.16%	37
2018 Q3	$293K	Sell	9,960 -2,075	-17%	-$63.2K	0.16%	34
2018 Q2	$339K	Buy	12,035 +1,970	+20%	+$58.8K	0.19%	30
2018 Q1	$302K	Buy	+10,065	New	+$316K	0.19%	33

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Pacific Edge Advisors's BAC Position: Q1 2020 in Review

Pacific Edge Advisors sold out of Bank of America (BAC) in Q1 2020, closing a stake of 9,840 shares — an estimated $347K sold.

Pacific Edge Advisors first reported a position in BAC in Q1 2018 and held it in 8 quarters. The position peaked at $347K in Q4 2019. 2,086 funds tracked by Wall St. Rank hold BAC as of Q1 2020.

Pacific Edge Advisors reported no remaining Bank of America position as of Q1 2020 after selling out during the quarter.
Pacific Edge Advisors sold 9,840 Bank of America shares in Q1 2020, an estimated $347K.
Pacific Edge Advisors first reported a position in Bank of America in Q1 2018 and held it in 8 quarters.
Pacific Edge Advisors's Bank of America position peaked at $347K in Q4 2019.
2,086 funds tracked by Wall St. Rank held Bank of America as of Q1 2020.

Based on Pacific Edge Advisors's 13F filing for Q1 2020, filed 11 May 2020.