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SVA Wealth Management’s Bank of America BAC Stock Holding History

SVA Wealth 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
2020
Q1 		– Sell
-8,896
Closed -$313K – 186
2019
Q4 		$313K Hold
8,896
– – 0.03% 175
2019
Q3 		$259K Sell
8,896
-4,027
-31% -$116K 0.03% 182
2019
Q2 		$375K Sell
12,923
-6,950
-35% -$200K 0.04% 167
2019
Q1 		$548K Buy
19,873
+365
+2% +$10.3K 0.05% 148
2018
Q4 		$481K Hold
19,508
– – 0.05% 151
2018
Q3 		$575K Hold
19,508
– – 0.06% 150
2018
Q2 		$550K Buy
19,508
+6,384
+49% +$190K 0.06% 149
2018
Q1 		$333K Buy
13,124
+250
+2% +$7.85K 0.04% 169
2017
Q4 		$380K Sell
12,874
-250
-2% -$6.89K 0.04% 161
2017
Q3 		$333K Sell
13,124
-1,150
-8% -$27.9K 0.04% 169
2017
Q2 		$346K Sell
14,274
-3
-0% -$70 0.04% 157
2017
Q1 		$337K Buy
14,277
+3
+0% +$71 0.05% 156
2016
Q4 		$315K Hold
14,274
– – 0.05% 163
2016
Q3 		$223K Sell
14,274
-1,563
-10% -$23.3K 0.03% 185
2016
Q2 		$210K Buy
15,837
+1,182
+8% +$16.6K 0.03% 190
2016
Q1 		$198K Sell
14,655
-1,001
-6% -$13.5K 0.03% 193
2015
Q4 		$263K Sell
15,656
-921
-6% -$15.6K 0.05% 190
2015
Q3 		$258K Buy
16,577
+913
+6% +$15.4K 0.05% 185
2015
Q2 		$267K Hold
15,664
– – 0.05% 182
2015
Q1 		$241K Hold
15,664
– – 0.04% 193
2014
Q4 		$280K Buy
15,664
+1,000
+7% +$17.1K 0.1% 154
2014
Q3 		$250K Buy
14,664
+4,241
+41% +$67.5K 0.11% 141
2014
Q2 		$160K Sell
10,423
-1,062
-9% -$16.5K 0.07% 158
2014
Q1 		$198K Buy
+11,485
New +$193K 0.09% 149

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

SVA Wealth Management's BAC Position: Q1 2020 in Review

SVA Wealth Management sold out of Bank of America (BAC) in Q1 2020, closing a stake of 8,896 shares — an estimated $313K sold.

SVA Wealth Management first reported a position in BAC in Q1 2014 and held it in 24 quarters. The position peaked at $575K in Q3 2018. 2,086 funds tracked by Wall St. Rank hold BAC as of Q1 2020.

  • SVA Wealth Management reported no remaining Bank of America position as of Q1 2020 after selling out during the quarter.
  • SVA Wealth Management sold 8,896 Bank of America shares in Q1 2020, an estimated $313K.
  • SVA Wealth Management first reported a position in Bank of America in Q1 2014 and held it in 24 quarters.
  • SVA Wealth Management's Bank of America position peaked at $575K in Q3 2018.
  • 2,086 funds tracked by Wall St. Rank held Bank of America as of Q1 2020.

Based on SVA Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.