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Sowa Financial Group’s Bank of America BAC Stock Holding History

Sowa Financial 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
Q1 		– Sell
-2,300
Closed -$70K – 84
2020
Q4 		$70K Hold
2,300
– – 0.05% 111
2020
Q3 		$55K Sell
2,300
-582
-20% -$14.5K 0.04% 117
2020
Q2 		$68K Sell
2,882
-407
-12% -$9.62K 0.05% 101
2020
Q1 		$70K Hold
3,289
– – 0.06% 92
2019
Q4 		$116K Buy
+3,289
New +$106K 0.09% 78

Other funds holding BAC

Berkshire Hathaway
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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

Sowa Financial Group's BAC Position: Q1 2021 in Review

Sowa Financial Group sold out of Bank of America (BAC) in Q1 2021, closing a stake of 2,300 shares — an estimated $70K sold.

Sowa Financial Group first reported a position in BAC in Q4 2019 and held it in 5 quarters. The position peaked at $116K in Q4 2019. 2,475 funds tracked by Wall St. Rank hold BAC as of Q1 2021.

  • Sowa Financial Group reported no remaining Bank of America position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 2,300 Bank of America shares in Q1 2021, an estimated $70K.
  • Sowa Financial Group first reported a position in Bank of America in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Bank of America position peaked at $116K in Q4 2019.
  • 2,475 funds tracked by Wall St. Rank held Bank of America as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.