BANK OF AMERICA CORP /DE/

Q2 2020 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
6/30/2020
Date filed
8/14/2020
Form type
13F-HR
Num holdings
7,032
Total value ($000)
$657,432,032
Net value change ($000)
+102,170,293 (18.4%)
New positions
361
Sold out positions
304
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q1 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 6,533,186 135.6%
AAPL 4,482,325 45.3%
IVV 4,146,137 89.5%
AMZN 3,353,936 43.2%
MSFT 3,205,554 26.4%
VUG 2,624,217 37.4%
VGT 2,053,311 49.6%
IWF 1,852,175 30.3%
RTX 1,522,908 NEW
XLC 1,287,065 51.4%
Top Reduces (Value $000, Stocks/ETFs)
SPY -3,838,117 -24.9%
RTX -1,918,049 -100.0%
Allergan plc -1,493,311 -100.0%
IEMG -1,154,540 -19.6%
RAYTHEON CO/ -899,335 -100.0%
VWO -603,380 -24.6%
CB -591,474 -39.9%
XLU -494,688 -44.4%
SCHP -484,730 -83.4%
AON -435,592 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 33,274,692 (5.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type