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Shulman DeMeo Asset Management’s Bank of America BAC Stock Holding History

Shulman DeMeo Asset 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
2021
Q1 		– Sell
-8,221
Closed -$249K – 135
2020
Q4 		$249K Buy
+8,221
New +$220K 0.07% 119
2020
Q1 		– Sell
-6,590
Closed -$232K – 102
2019
Q4 		$232K Buy
+6,590
New +$213K 0.08% 118

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

Shulman DeMeo Asset Management's BAC Position: Q1 2021 in Review

Shulman DeMeo Asset Management sold out of Bank of America (BAC) in Q1 2021, closing a stake of 8,221 shares — an estimated $249K sold.

Shulman DeMeo Asset Management first reported a position in BAC in Q4 2019 and held it in 2 quarters. The position peaked at $249K in Q4 2020. 2,475 funds tracked by Wall St. Rank hold BAC as of Q1 2021.

  • Shulman DeMeo Asset Management reported no remaining Bank of America position as of Q1 2021 after selling out during the quarter.
  • Shulman DeMeo Asset Management sold 8,221 Bank of America shares in Q1 2021, an estimated $249K.
  • Shulman DeMeo Asset Management first reported a position in Bank of America in Q4 2019 and held it in 2 quarters.
  • Shulman DeMeo Asset Management's Bank of America position peaked at $249K in Q4 2020.
  • 2,475 funds tracked by Wall St. Rank held Bank of America as of Q1 2021.

Based on Shulman DeMeo Asset Management's 13F filing for Q1 2021, filed 26 Apr 2021.