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Point View Wealth Management’s Bank of America BAC Stock Holding History

Point View Wealth Management’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 		$1.95M Buy
64,267
+711
+1% +$19.1K 0.79% 36
2020
Q3 		$1.53M Buy
63,556
+1,787
+3% +$44.5K 0.72% 39
2020
Q2 		$1.47M Buy
61,769
+801
+1% +$18.9K 0.7% 40
2020
Q1 		$1.29M Buy
60,968
+1,084
+2% +$32.5K 0.71% 41
2019
Q4 		$2.11M Sell
59,884
-3,713
-6% -$120K 0.87% 28
2019
Q3 		$1.85M Sell
63,597
-2,711
-4% -$78K 0.84% 33
2019
Q2 		$1.92M Buy
66,308
+988
+2% +$28.5K 0.82% 37
2019
Q1 		$1.8M Buy
65,320
+3,200
+5% +$90.4K 0.8% 35
2018
Q4 		$1.53M Buy
62,120
+4,938
+9% +$134K 0.77% 36
2018
Q3 		$1.69M Buy
57,182
+2,786
+5% +$84.9K 0.75% 37
2018
Q2 		$1.53M Buy
54,396
+522
+1% +$15.6K 0.71% 41
2018
Q1 		$1.62M Buy
53,874
+70
+0.1% +$2.2K 0.78% 37
2017
Q4 		$1.59M Sell
53,804
-1,191
-2% -$32.8K 0.75% 38
2017
Q3 		$1.39M Buy
54,995
+1,979
+4% +$48K 0.67% 40
2017
Q2 		$1.29M Buy
53,016
+1,442
+3% +$33.6K 0.63% 47
2017
Q1 		$1.22M Buy
51,574
+1,350
+3% +$32K 0.63% 50
2016
Q4 		$1.11M Sell
50,224
-2,267
-4% -$43.7K 0.64% 47
2016
Q3 		$821K Buy
52,491
+4,425
+9% +$65.9K 0.49% 69
2016
Q2 		$638K Buy
48,066
+2,637
+6% +$37K 0.39% 94
2016
Q1 		$614K Buy
45,429
+673
+2% +$9.08K 0.4% 92
2015
Q4 		$753K Buy
44,756
+877
+2% +$14.8K 0.54% 64
2015
Q3 		$684K Buy
43,879
+1,160
+3% +$19.5K 0.55% 69
2015
Q2 		$727K Buy
42,719
+6,217
+17% +$102K 0.56% 62
2015
Q1 		$562K Buy
36,502
+5,983
+20% +$96.1K 0.43% 82
2014
Q4 		$546K Buy
30,519
+3,926
+15% +$67.2K 0.41% 83
2014
Q3 		$453K Buy
26,593
+4,603
+21% +$73.3K 0.38% 94
2014
Q2 		$338K Buy
21,990
+1,529
+7% +$23.7K 0.29% 119
2014
Q1 		$352K Sell
20,461
-1,641
-7% -$27.6K 0.32% 114
2013
Q4 		$344K Buy
+22,102
New +$328K 0.33% 106

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Point View Wealth Management's BAC Position: Q4 2020 in Review

Point View Wealth Management increased its Bank of America (BAC) stake by 1.1% in Q4 2020, buying an estimated $19.1K and bringing the position to 64,267 shares worth $1.95M. The position accounts for 0.79% of the portfolio, ranked #36.

Point View Wealth Management first reported a position in BAC in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.11M in Q4 2019. 2,376 funds tracked by Wall St. Rank hold BAC as of Q4 2020.

  • Point View Wealth Management held 64,267 shares of Bank of America worth $1.95M as of Q4 2020.
  • Point View Wealth Management bought 711 Bank of America shares in Q4 2020, an estimated $19.1K.
  • Bank of America made up 0.79% of Point View Wealth Management's portfolio in Q4 2020, its #36 holding.
  • Point View Wealth Management first reported a position in Bank of America in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Bank of America position peaked at $2.11M in Q4 2019.
  • 2,376 funds tracked by Wall St. Rank held Bank of America as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.