Richard C. Young & Co’s Bank of America BAC Stock Holding History

Richard C. Young & Co’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 Q3	–	Sell	-10,150	Closed	-$241K	–	69
2020 Q2	$241K	Buy	+10,150	New	+$240K	0.04%	83

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Richard C. Young & Co's BAC Position: Q3 2020 in Review

Richard C. Young & Co sold out of Bank of America (BAC) in Q3 2020, closing a stake of 10,150 shares — an estimated $241K sold.

Richard C. Young & Co first reported a position in BAC in Q2 2020 and held it in 1 quarter. The position peaked at $241K in Q2 2020. 2,087 funds tracked by Wall St. Rank hold BAC as of Q3 2020.

Richard C. Young & Co reported no remaining Bank of America position as of Q3 2020 after selling out during the quarter.
Richard C. Young & Co sold 10,150 Bank of America shares in Q3 2020, an estimated $241K.
Richard C. Young & Co first reported a position in Bank of America in Q2 2020 and held it in 1 quarter.
Richard C. Young & Co's Bank of America position peaked at $241K in Q2 2020.
2,087 funds tracked by Wall St. Rank held Bank of America as of Q3 2020.

Based on Richard C. Young & Co's 13F filing for Q3 2020, filed 12 Nov 2020.