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Wealth Quarterback’s Bank of America BAC Stock Holding History

Wealth Quarterback’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
Q3 		$63K Buy
1,483
+8
+0.5% +$322 0.04% 201
2021
Q2 		$61K Buy
+1,475
New +$60.5K 0.04% 210
2020
Q2 		– Sell
-1,888
Closed -$40.1K – 162
2020
Q1 		$40.1K Sell
1,888
-291
-13% -$8.72K 0.04% 255
2019
Q4 		$62.9K Buy
+2,179
New +$70.4K 0.05% 214

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealth Quarterback's BAC Position: Q3 2021 in Review

Wealth Quarterback increased its Bank of America (BAC) stake by 0.54% in Q3 2021, buying an estimated $322 and bringing the position to 1,483 shares worth $63K. The position accounts for 0.04% of the portfolio, ranked #201.

Wealth Quarterback first reported a position in BAC in Q4 2019 and has held it in 4 quarters since. 2,492 funds tracked by Wall St. Rank hold BAC as of Q3 2021.

  • Wealth Quarterback held 1,483 shares of Bank of America worth $63K as of Q3 2021.
  • Wealth Quarterback bought 8 Bank of America shares in Q3 2021, an estimated $322.
  • Bank of America made up 0.04% of Wealth Quarterback's portfolio in Q3 2021, its #201 holding.
  • Wealth Quarterback first reported a position in Bank of America in Q4 2019 and has held it in 4 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Bank of America as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.