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Seven Springs Wealth Group’s Bank of America BAC Stock Holding History

Seven Springs 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
-655
Closed -$25K – 82
2021
Q1 		$25K Hold
655
– – 0.01% 98
2020
Q4 		$20K Hold
655
– – 0.01% 99
2020
Q3 		$16K Hold
655
– – 0.01% 103
2020
Q2 		$16K Hold
655
– – 0.01% 101
2020
Q1 		$14K Hold
655
– – 0.01% 102
2019
Q4 		$23K Buy
+655
New +$21.2K 0.02% 124

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
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

Seven Springs Wealth Group's BAC Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of Bank of America (BAC) in Q2 2021, closing a stake of 655 shares — an estimated $25K sold.

Seven Springs Wealth Group first reported a position in BAC in Q4 2019 and held it in 6 quarters. The position peaked at $25K in Q1 2021. 2,488 funds tracked by Wall St. Rank hold BAC as of Q2 2021.

  • Seven Springs Wealth Group reported no remaining Bank of America position as of Q2 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 655 Bank of America shares in Q2 2021, an estimated $25K.
  • Seven Springs Wealth Group first reported a position in Bank of America in Q4 2019 and held it in 6 quarters.
  • Seven Springs Wealth Group's Bank of America position peaked at $25K in Q1 2021.
  • 2,488 funds tracked by Wall St. Rank held Bank of America as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.