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Sound View Wealth Advisors’s Bank of America BAC Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$1.25M Sell
45,154
-52
-0.1% -$1.47K 0.39% 72
2018
Q4 		$1.11M Buy
+45,206
New +$1.23M 0.4% 72

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sound View Wealth Advisors's BAC Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Bank of America (BAC) stake by 0.12% in Q1 2019, selling an estimated $1.47K and leaving 45,154 shares worth $1.25M. The position accounts for 0.39% of the portfolio, ranked #72.

Sound View Wealth Advisors first reported a position in BAC in Q4 2018 and has held it in 2 quarters since. 2,104 funds tracked by Wall St. Rank hold BAC as of Q1 2019.

  • Sound View Wealth Advisors held 45,154 shares of Bank of America worth $1.25M as of Q1 2019.
  • Sound View Wealth Advisors sold 52 Bank of America shares in Q1 2019, an estimated $1.47K.
  • Bank of America made up 0.39% of Sound View Wealth Advisors's portfolio in Q1 2019, its #72 holding.
  • Sound View Wealth Advisors first reported a position in Bank of America in Q4 2018 and has held it in 2 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Bank of America as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.