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Summit Place Financial Advisors’s Bank of America BAC Stock Holding History

Summit Place Financial 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
2020
Q1 		– Sell
-32,900
Closed -$1.16M – 43
2019
Q4 		$1.16M Buy
+32,900
New +$1.06M 1.83% 26

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Summit Place Financial Advisors's BAC Position: Q1 2020 in Review

Summit Place Financial Advisors sold out of Bank of America (BAC) in Q1 2020, closing a stake of 32,900 shares — an estimated $1.16M sold.

Summit Place Financial Advisors first reported a position in BAC in Q4 2019 and held it in 1 quarter. The position peaked at $1.16M in Q4 2019. 2,086 funds tracked by Wall St. Rank hold BAC as of Q1 2020.

  • Summit Place Financial Advisors reported no remaining Bank of America position as of Q1 2020 after selling out during the quarter.
  • Summit Place Financial Advisors sold 32,900 Bank of America shares in Q1 2020, an estimated $1.16M.
  • Summit Place Financial Advisors first reported a position in Bank of America in Q4 2019 and held it in 1 quarter.
  • Summit Place Financial Advisors's Bank of America position peaked at $1.16M in Q4 2019.
  • 2,086 funds tracked by Wall St. Rank held Bank of America as of Q1 2020.

Based on Summit Place Financial Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.