Wealthquest’s Bank of America BAC Stock Holding History

Wealthquest’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
2019 Q4	$202K	Buy	+5,741	New	+$186K	0.06%	133

Other funds holding BAC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wealthquest's BAC Position: Q4 2019 in Review

Wealthquest opened a new position in Bank of America (BAC) in Q4 2019: 5,741 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #133 among its holdings.

2,304 funds tracked by Wall St. Rank hold BAC as of Q4 2019.

Wealthquest held 5,741 shares of Bank of America worth $202K as of Q4 2019.
Bank of America was a new Wealthquest position in Q4 2019.
Bank of America made up 0.06% of Wealthquest's portfolio in Q4 2019, its #133 holding.
2,304 funds tracked by Wall St. Rank held Bank of America as of Q4 2019.

Based on Wealthquest's 13F filing for Q4 2019, filed 18 Feb 2020.