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Wealthstreet Investment Advisors’s Bank of America BAC Stock Holding History

Wealthstreet Investment Advisors’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
-288,502
Closed -$11.2M – 108
2021
Q1 		$11.2M Sell
288,502
-1,862
-0.6% -$64.3K 1.09% 22
2020
Q4 		$8.8M Sell
290,364
-30,511
-10% -$818K 0.89% 26
2020
Q3 		$7.73M Sell
320,875
-15,858
-5% -$395K 0.86% 28
2020
Q2 		$8M Sell
336,733
-13,352
-4% -$315K 0.98% 24
2020
Q1 		$7.43M Sell
350,085
-22,122
-6% -$663K 1.1% 23
2019
Q4 		$13.1M Sell
372,207
-2,319
-0.6% -$74.9K 1.53% 12
2019
Q3 		$12M Sell
374,526
-17,632
-4% -$507K 1.53% 15
2019
Q2 		$11.4M Sell
392,158
-2,514
-0.6% -$72.5K 1.47% 16
2019
Q1 		$10.9M Sell
394,672
-4,355
-1% -$123K 1.44% 16
2018
Q4 		$11.8M Sell
399,027
-6,230
-2% -$169K 1.66% 11
2018
Q3 		$11.9M Sell
405,257
-2,800
-0.7% -$85.3K 1.47% 14
2018
Q2 		$11.5M Sell
408,057
-40,688
-9% -$1.21M 1.52% 12
2018
Q1 		$13.5M Buy
448,745
+1,831
+0.4% +$57.5K 1.69% 9
2017
Q4 		$13.2M Buy
+446,914
New +$12.3M 1.6% 9

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthstreet Investment Advisors's BAC Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Bank of America (BAC) in Q2 2021, closing a stake of 288,502 shares — an estimated $11.2M sold.

Wealthstreet Investment Advisors first reported a position in BAC in Q4 2017 and held it in 14 quarters. The position peaked at $13.5M in Q1 2018. 2,489 funds tracked by Wall St. Rank hold BAC as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Bank of America position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 288,502 Bank of America shares in Q2 2021, an estimated $11.2M.
  • Wealthstreet Investment Advisors first reported a position in Bank of America in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Bank of America position peaked at $13.5M in Q1 2018.
  • 2,489 funds tracked by Wall St. Rank held Bank of America as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.