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Wealthspire Advisors (Maryland)’s Bank of America BAC Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.9M Sell
78,826
-1,964
-2% -$48.9K 0.07% 135
2020
Q2 		$1.92M Buy
80,790
+2,211
+3% +$52.2K 0.14% 99
2020
Q1 		$1.67M Sell
78,579
-2,782
-3% -$83.4K 0.15% 96
2019
Q4 		$2.87M Buy
81,361
+1,460
+2% +$47.2K 0.19% 79
2019
Q3 		$2.33M Sell
79,901
-2,386
-3% -$68.6K 0.17% 86
2019
Q2 		$2.39M Sell
82,287
-1,459
-2% -$42.1K 0.18% 85
2019
Q1 		$2.31M Buy
83,746
+6,263
+8% +$177K 0.17% 84
2018
Q4 		$1.91M Buy
77,483
+5,437
+8% +$148K 0.17% 82
2018
Q3 		$2.12M Sell
72,046
-1,047
-1% -$31.9K 0.17% 76
2018
Q2 		$2.06M Buy
73,093
+2,889
+4% +$86.2K 0.19% 73
2018
Q1 		$2.1M Buy
70,204
+320
+0.5% +$10.1K 0.2% 76
2017
Q4 		$2.06M Buy
69,884
+5,190
+8% +$143K 0.2% 81
2017
Q3 		$1.64M Buy
64,694
+4,537
+8% +$110K 0.18% 88
2017
Q2 		$1.46M Sell
60,157
-5,186
-8% -$121K 0.17% 92
2017
Q1 		$1.54M Sell
65,343
-9,279
-12% -$220K 0.22% 67
2016
Q4 		$1.65M Buy
74,622
+3,158
+4% +$60.8K 0.25% 63
2016
Q3 		$1.12M Buy
71,464
+4,745
+7% +$70.7K 0.17% 92
2016
Q2 		$885K Buy
66,719
+17,425
+35% +$245K 0.15% 101
2016
Q1 		$666K Sell
49,294
-4,797
-9% -$64.7K 0.12% 123
2015
Q4 		$910K Buy
+54,091
New +$915K 0.17% 93

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BAC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Bank of America (BAC) stake by 2.4% in Q3 2020, selling an estimated $48.9K and leaving 78,826 shares worth $1.9M. The position accounts for 0.07% of the portfolio, ranked #135.

Wealthspire Advisors (Maryland) first reported a position in BAC in Q4 2015 and has held it in 20 quarters since. The position peaked at $2.87M in Q4 2019. 2,087 funds tracked by Wall St. Rank hold BAC as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 78,826 shares of Bank of America worth $1.9M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 1,964 Bank of America shares in Q3 2020, an estimated $48.9K.
  • Bank of America made up 0.07% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #135 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Bank of America in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Bank of America position peaked at $2.87M in Q4 2019.
  • 2,087 funds tracked by Wall St. Rank held Bank of America as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.