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Regal Wealth Group’s Bank of America BAC Stock Holding History

Regal Wealth 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
2021
Q2 		– Sell
-3,558
Closed -$138K – 73
2021
Q1 		$138K Buy
3,558
+253
+8% +$8.73K 0.08% 54
2020
Q4 		$100K Buy
3,305
+40
+1% +$1.07K 0.06% 64
2020
Q3 		$79K Buy
3,265
+2
+0.1% +$50 0.06% 67
2020
Q2 		$78K Buy
3,263
+1
+0% +$24 0.06% 64
2020
Q1 		$69K Sell
3,262
-144
-4% -$4.32K 0.07% 62
2019
Q4 		$120K Buy
3,406
+147
+5% +$4.75K 0.08% 55
2019
Q3 		$95K Sell
3,259
-300
-8% -$8.63K 0.07% 57
2019
Q2 		$103K Buy
3,559
+1
+0% +$29 0.07% 56
2019
Q1 		$98K Buy
3,558
+2
+0.1% +$57 0.07% 54
2018
Q4 		$88K Buy
3,556
+1
+0% +$27 0.08% 58
2018
Q3 		$105K Buy
3,555
+1
+0% +$30 0.07% 55
2018
Q2 		$100K Buy
3,554
+1
+0% +$30 0.11% 53
2018
Q1 		$107K Buy
3,553
+1
+0% +$31 0.08% 51
2017
Q4 		$105K Hold
3,552
– – 0.07% 52
2017
Q3 		$90K Buy
3,552
+1
+0% +$24 0.07% 55
2017
Q2 		$86K Buy
3,551
+4
+0.1% +$93 0.07% 55
2017
Q1 		$84K Buy
3,547
+5
+0.1% +$119 0.06% 56
2016
Q4 		$78K Buy
3,542
+3
+0.1% +$58 0.06% 57
2016
Q3 		$55K Buy
3,539
+6
+0.2% +$89 0.05% 61
2016
Q2 		$47K Buy
3,533
+5
+0.1% +$70 0.04% 63
2016
Q1 		$48K Buy
3,528
+304
+9% +$4.1K 0.05% 62
2015
Q4 		$54K Buy
+3,224
New +$54.5K 0.05% 62

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regal Wealth Group's BAC Position: Q2 2021 in Review

Regal Wealth Group sold out of Bank of America (BAC) in Q2 2021, closing a stake of 3,558 shares — an estimated $138K sold.

Regal Wealth Group first reported a position in BAC in Q4 2015 and held it in 22 quarters. The position peaked at $138K in Q1 2021. 2,488 funds tracked by Wall St. Rank hold BAC as of Q2 2021.

  • Regal Wealth Group reported no remaining Bank of America position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 3,558 Bank of America shares in Q2 2021, an estimated $138K.
  • Regal Wealth Group first reported a position in Bank of America in Q4 2015 and held it in 22 quarters.
  • Regal Wealth Group's Bank of America position peaked at $138K in Q1 2021.
  • 2,488 funds tracked by Wall St. Rank held Bank of America as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.