Tradition Asset Management’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$311K Buy
+13,123
New +$310K 0.09% 145
2020
Q1
Sell
-10,136
Closed -$356K 179
2019
Q4
$356K Hold
10,136
0.09% 153
2019
Q3
$295K Buy
10,136
+1,770
+21% +$50.9K 0.08% 159
2019
Q2
$242K Buy
+8,366
New +$241K 0.06% 167

Other funds holding BAC

Tradition Asset Management's BAC Position: Q2 2020 in Review

Tradition Asset Management opened a new position in Bank of America (BAC) in Q2 2020: 13,123 shares worth $311K. The stake represents 0.09% of the portfolio and ranks #145 among its holdings. This is a return to the name: Tradition Asset Management previously reported a position in BAC as recently as Q4 2019.

Tradition Asset Management first reported a position in BAC in Q2 2019 and has held it in 4 quarters since. The position peaked at $356K in Q4 2019. 2,133 funds tracked by Wall St. Rank hold BAC as of Q2 2020.

  • Tradition Asset Management held 13,123 shares of Bank of America worth $311K as of Q2 2020.
  • Bank of America was a new Tradition Asset Management position in Q2 2020.
  • Bank of America made up 0.09% of Tradition Asset Management's portfolio in Q2 2020, its #145 holding.
  • Tradition Asset Management first reported a position in Bank of America in Q2 2019 and has held it in 4 quarters since.
  • Tradition Asset Management's Bank of America position peaked at $356K in Q4 2019.
  • 2,133 funds tracked by Wall St. Rank held Bank of America as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.