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Personal Wealth Partners’s Bank of America BAC Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-400
Closed -$16K – 106
2021
Q2 		$16K Buy
+400
New +$16.4K 0.01% 228
2020
Q1 		– Sell
-2,593
Closed -$91K – 111
2019
Q4 		$91K Hold
2,593
– – 0.04% 106
2019
Q3 		$76K Buy
2,593
+247
+11% +$7.1K 0.04% 123
2019
Q2 		$68K Buy
+2,346
New +$67.7K 0.03% 116

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Personal Wealth Partners's BAC Position: Q3 2021 in Review

Personal Wealth Partners sold out of Bank of America (BAC) in Q3 2021, closing a stake of 400 shares — an estimated $16K sold.

Personal Wealth Partners first reported a position in BAC in Q2 2019 and held it in 4 quarters. The position peaked at $91K in Q4 2019. 2,492 funds tracked by Wall St. Rank hold BAC as of Q3 2021.

  • Personal Wealth Partners reported no remaining Bank of America position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 400 Bank of America shares in Q3 2021, an estimated $16K.
  • Personal Wealth Partners first reported a position in Bank of America in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Bank of America position peaked at $91K in Q4 2019.
  • 2,492 funds tracked by Wall St. Rank held Bank of America as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.