Squar Milner Financial Services
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Squar Milner Financial Services’s Bank of America BAC Stock Holding History

Squar Milner Financial Services’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
-26,910
Closed -$639K – 21
2020
Q2 		$639K Buy
26,910
+556
+2% +$13.1K 0.36% 76
2020
Q1 		$559K Buy
26,354
+701
+3% +$21K 0.34% 61
2019
Q4 		$903K Sell
25,653
-1,590
-6% -$51.4K 0.45% 34
2019
Q3 		$656K Buy
27,243
+3,333
+14% +$95.8K 0.34% 80
2019
Q2 		$693K Sell
23,910
-2,813
-11% -$81.1K 0.47% 39
2019
Q1 		$737K Buy
26,723
+348
+1% +$9.8K 0.54% 32
2018
Q4 		$650K Buy
26,375
+391
+2% +$10.6K 0.62% 29
2018
Q3 		$765K Sell
25,984
-965
-4% -$29.4K 0.69% 25
2018
Q2 		$760K Buy
26,949
+490
+2% +$14.6K 0.67% 31
2018
Q1 		$794K Sell
26,459
-73
-0.3% -$2.29K 1% 20
2017
Q4 		$856K Buy
+26,532
New +$731K 1.04% 21

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Squar Milner Financial Services's BAC Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Bank of America (BAC) in Q3 2020, closing a stake of 26,910 shares — an estimated $639K sold.

Squar Milner Financial Services first reported a position in BAC in Q4 2017 and held it in 11 quarters. The position peaked at $903K in Q4 2019. 2,088 funds tracked by Wall St. Rank hold BAC as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Bank of America position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 26,910 Bank of America shares in Q3 2020, an estimated $639K.
  • Squar Milner Financial Services first reported a position in Bank of America in Q4 2017 and held it in 11 quarters.
  • Squar Milner Financial Services's Bank of America position peaked at $903K in Q4 2019.
  • 2,088 funds tracked by Wall St. Rank held Bank of America as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.