Partnervest Advisory Services’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-3,100,000
Closed -$6K 244
2019
Q1
$6K Sell
3,100,000
-116,900,000
-97% -$3.3B ﹤0.01% 234
2018
Q4
$2K Buy
+120,000,000
New +$3.26B ﹤0.01% 203

Other funds holding BAC

Partnervest Advisory Services's BAC Position: Q3 2020 in Review

Partnervest Advisory Services increased its Bank of America (BAC) stake by 37% in Q3 2020, buying an estimated $226K and bringing the position to 33,514 shares worth $807K. The position accounts for 0.26% of the portfolio, ranked #76.

Partnervest Advisory Services first reported a position in BAC in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.07M in Q3 2018. 2,087 funds tracked by Wall St. Rank hold BAC as of Q3 2020.

  • Partnervest Advisory Services held 33,514 shares of Bank of America worth $807K as of Q3 2020.
  • Partnervest Advisory Services bought 9,089 Bank of America shares in Q3 2020, an estimated $226K.
  • Bank of America made up 0.26% of Partnervest Advisory Services's portfolio in Q3 2020, its #76 holding.
  • Partnervest Advisory Services first reported a position in Bank of America in Q2 2013 and has held it in 30 quarters since.
  • Partnervest Advisory Services's Bank of America position peaked at $1.07M in Q3 2018.
  • 2,087 funds tracked by Wall St. Rank held Bank of America as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.