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WealthStone’s Bank of America BAC Stock Holding History

WealthStone’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
Q1 		– Sell
-18,762
Closed -$569K – 281
2020
Q4 		$569K Sell
18,762
-147
-0.8% -$3.94K 0.2% 70
2020
Q3 		$456K Buy
18,909
+10,124
+115% +$252K 0.21% 69
2020
Q2 		$209K Buy
+8,785
New +$208K 0.1% 153
2019
Q3 		– Sell
-1,702
Closed -$49.4K – 104
2019
Q2 		$49.4K Buy
+1,702
New +$49.1K 0.02% 181

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

WealthStone's BAC Position: Q1 2021 in Review

WealthStone sold out of Bank of America (BAC) in Q1 2021, closing a stake of 18,762 shares — an estimated $569K sold.

WealthStone first reported a position in BAC in Q2 2019 and held it in 4 quarters. The position peaked at $569K in Q4 2020. 2,475 funds tracked by Wall St. Rank hold BAC as of Q1 2021.

  • WealthStone reported no remaining Bank of America position as of Q1 2021 after selling out during the quarter.
  • WealthStone sold 18,762 Bank of America shares in Q1 2021, an estimated $569K.
  • WealthStone first reported a position in Bank of America in Q2 2019 and held it in 4 quarters.
  • WealthStone's Bank of America position peaked at $569K in Q4 2020.
  • 2,475 funds tracked by Wall St. Rank held Bank of America as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.