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Tru Independence Asset Management 2’s Bank of America BAC Stock Holding History

Tru Independence Asset Management 2’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
-1,200
Closed -$36K – 134
2020
Q4 		$36K Buy
+1,200
New +$32.2K 0.03% 205

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
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

Tru Independence Asset Management 2's BAC Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Bank of America (BAC) in Q1 2021, closing a stake of 1,200 shares — an estimated $36K sold.

Tru Independence Asset Management 2 first reported a position in BAC in Q4 2020 and held it in 1 quarter. The position peaked at $36K in Q4 2020. 2,475 funds tracked by Wall St. Rank hold BAC as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Bank of America position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 1,200 Bank of America shares in Q1 2021, an estimated $36K.
  • Tru Independence Asset Management 2 first reported a position in Bank of America in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Bank of America position peaked at $36K in Q4 2020.
  • 2,475 funds tracked by Wall St. Rank held Bank of America as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.