Wealthcare Capital Management’s Bank of America BAC Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-1,504	Closed	-$58K	–	136
2021 Q1	$58K	Buy	+1,504	New	+$51.9K	0.01%	132
2020 Q2	–	Sell	-987	Closed	-$21K	–	70
2020 Q1	$21K	Sell	987 -10	-1%	-$300	﹤0.01%	130
2019 Q4	$35K	Sell	997 -2,063	-67%	-$66.7K	﹤0.01%	126
2019 Q3	$89K	Hold	3,060	–	–	0.01%	80
2019 Q2	$89K	Hold	3,060	–	–	0.01%	78
2019 Q1	$84K	Hold	3,060	–	–	0.01%	79
2018 Q4	$75K	Hold	3,060	–	–	0.01%	80
2018 Q3	$90K	Hold	3,060	–	–	0.01%	72
2018 Q2	$86K	Hold	3,060	–	–	0.01%	70
2018 Q1	$92K	Sell	3,060 -194	-6%	-$6.09K	0.01%	69
2017 Q4	$96K	Buy	3,254 +194	+6%	+$5.35K	0.01%	67
2017 Q3	$78K	Hold	3,060	–	–	0.01%	70
2017 Q2	$74K	Hold	3,060	–	–	0.01%	70
2017 Q1	$72K	Hold	3,060	–	–	0.01%	71
2016 Q4	$68K	Hold	3,060	–	–	0.01%	67
2016 Q3	$48K	Hold	3,060	–	–	0.01%	74
2016 Q2	$41K	Hold	3,060	–	–	﹤0.01%	77
2016 Q1	$41K	Hold	3,060	–	–	﹤0.01%	84
2015 Q4	$51K	Sell	3,060 -175	-5%	-$2.96K	0.01%	84
2015 Q3	$50K	Sell	3,235 -167	-5%	-$2.81K	0.01%	91
2015 Q2	$58K	Sell	3,402 -333	-9%	-$5.49K	0.01%	93
2015 Q1	$57K	Buy	3,735 +500	+15%	+$8.03K	0.01%	223
2014 Q4	$58K	Sell	3,235 -150	-4%	-$2.57K	0.01%	80
2014 Q3	$58K	Hold	3,385	–	–	0.01%	77
2014 Q2	$52K	Sell	3,385 -325	-9%	-$5.05K	0.01%	82
2014 Q1	$64K	Hold	3,710	–	–	0.01%	71
2013 Q4	$58K	Hold	3,710	–	–	0.01%	43
2013 Q3	$51K	Hold	3,710	–	–	0.01%	42
2013 Q2	$48K	Buy	+3,710	New	+$47.3K	0.01%	45

Other funds holding BAC

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Capital Management's BAC Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Bank of America (BAC) in Q2 2021, closing a stake of 1,504 shares — an estimated $58K sold.

Wealthcare Capital Management first reported a position in BAC in Q2 2013 and held it in 29 quarters. The position peaked at $96K in Q4 2017. 2,488 funds tracked by Wall St. Rank hold BAC as of Q2 2021.

Wealthcare Capital Management reported no remaining Bank of America position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 1,504 Bank of America shares in Q2 2021, an estimated $58K.
Wealthcare Capital Management first reported a position in Bank of America in Q2 2013 and held it in 29 quarters.
Wealthcare Capital Management's Bank of America position peaked at $96K in Q4 2017.
2,488 funds tracked by Wall St. Rank held Bank of America as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.