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Wealthfront’s Bank of America BAC Stock Holding History

Wealthfront’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
2018
Q3 		$12.4M Buy
421,870
+1,628
+0.4% +$49.6K 0.12% 31
2018
Q2 		$11.8M Sell
420,242
-83,150
-17% -$2.48M 0.12% 30
2018
Q1 		$15.1M Buy
503,392
+25,141
+5% +$790K 0.15% 29
2017
Q4 		$14.1M Buy
478,251
+57,630
+14% +$1.59M 0.16% 29
2017
Q3 		$10.7M Buy
420,621
+35,287
+9% +$856K 0.14% 31
2017
Q2 		$9.35M Buy
385,334
+22,398
+6% +$522K 0.14% 29
2017
Q1 		$8.56M Buy
362,936
+43,820
+14% +$1.04M 0.15% 31
2016
Q4 		$7.05M Buy
319,116
+60,073
+23% +$1.16M 0.16% 30
2016
Q3 		$4.05M Buy
259,043
+107,602
+71% +$1.6M 0.1% 42
2016
Q2 		$2.01M Sell
151,441
-49,979
-25% -$702K 0.06% 65
2016
Q1 		$2.72M Buy
201,420
+40,727
+25% +$550K 0.09% 46
2015
Q4 		$2.7M Buy
160,693
+29,404
+22% +$497K 0.1% 41
2015
Q3 		$2.04M Buy
131,289
+54,117
+70% +$911K 0.08% 45
2015
Q2 		$1.31M Buy
77,172
+50,091
+185% +$826K 0.05% 44
2015
Q1 		$417K Sell
27,081
-39,126
-59% -$628K 0.02% 98
2014
Q4 		$1.18M Buy
66,207
+26,895
+68% +$460K 0.07% 33
2014
Q3 		$670K Buy
39,312
+20,482
+109% +$326K 0.05% 48
2014
Q2 		$302K Sell
18,830
-15,370
-45% -$239K 0.03% 63
2014
Q1 		$593K Buy
+34,200
New +$575K 0.07% 22

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthfront's BAC Position: Q3 2018 in Review

Wealthfront increased its Bank of America (BAC) stake by 0.39% in Q3 2018, buying an estimated $49.6K and bringing the position to 421,870 shares worth $12.4M. The position accounts for 0.12% of the portfolio, ranked #31.

Wealthfront first reported a position in BAC in Q1 2014 and has held it in 19 quarters since. The position peaked at $15.1M in Q1 2018. 2,018 funds tracked by Wall St. Rank hold BAC as of Q3 2018.

  • Wealthfront held 421,870 shares of Bank of America worth $12.4M as of Q3 2018.
  • Wealthfront bought 1,628 Bank of America shares in Q3 2018, an estimated $49.6K.
  • Bank of America made up 0.12% of Wealthfront's portfolio in Q3 2018, its #31 holding.
  • Wealthfront first reported a position in Bank of America in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Bank of America position peaked at $15.1M in Q1 2018.
  • 2,018 funds tracked by Wall St. Rank held Bank of America as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.