WCM
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Weld Capital Management’s Bank of America BAC Stock Holding History

Weld Capital Management’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
Q3 		– Sell
-43,687
Closed -$1.8M – 19
2021
Q2 		$1.8M Buy
+43,687
New +$1.79M 1.82% 2
2020
Q4 		– Sell
-17,848
Closed -$430K – 473
2020
Q3 		$430K Sell
17,848
-15,055
-46% -$375K 0.17% 210
2020
Q2 		$781K Buy
+32,903
New +$777K 0.31% 108
2020
Q1 		– Sell
-40,547
Closed -$1.43M – 433
2019
Q4 		$1.43M Buy
40,547
+14,620
+56% +$472K 0.28% 111
2019
Q3 		$756K Buy
25,927
+13,345
+106% +$384K 0.14% 246
2019
Q2 		$365K Buy
12,582
+165
+1% +$4.76K 0.07% 482
2019
Q1 		$343K Buy
+12,417
New +$351K 0.06% 484

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