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Planning Solutions Group’s Bank of America BAC Stock Holding History

Planning Solutions 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
2019
Q2 		$1.69M Buy
58,324
+16,114
+38% +$465K 0.87% 26
2019
Q1 		$1.17M Sell
42,210
-177
-0.4% -$5K 0.62% 31
2018
Q4 		$1.04M Buy
+42,387
New +$1.15M 0.64% 31

Other funds holding BAC

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Planning Solutions Group's BAC Position: Q2 2019 in Review

Planning Solutions Group increased its Bank of America (BAC) stake by 38% in Q2 2019, buying an estimated $465K and bringing the position to 58,324 shares worth $1.69M. The position accounts for 0.87% of the portfolio, ranked #26.

Planning Solutions Group first reported a position in BAC in Q4 2018 and has held it in 3 quarters since. 2,087 funds tracked by Wall St. Rank hold BAC as of Q2 2019.

  • Planning Solutions Group held 58,324 shares of Bank of America worth $1.69M as of Q2 2019.
  • Planning Solutions Group bought 16,114 Bank of America shares in Q2 2019, an estimated $465K.
  • Bank of America made up 0.87% of Planning Solutions Group's portfolio in Q2 2019, its #26 holding.
  • Planning Solutions Group first reported a position in Bank of America in Q4 2018 and has held it in 3 quarters since.
  • 2,087 funds tracked by Wall St. Rank held Bank of America as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.