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Altavista Wealth Management’s Bank of America BAC Stock Holding History

Altavista Wealth 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
Q4 		$1.45M Sell
32,649
-230
-0.7% -$10.5K 0.29% 63
2021
Q3 		$1.4M Buy
32,879
+4,322
+15% +$174K 0.31% 65
2021
Q2 		$1.18M Sell
28,557
-514
-2% -$21.1K 0.26% 74
2021
Q1 		$1.13M Buy
29,071
+376
+1% +$13K 0.27% 70
2020
Q4 		$870K Buy
28,695
+1,327
+5% +$35.6K 0.22% 76
2020
Q3 		$659K Sell
27,368
-8,837
-24% -$220K 0.18% 83
2020
Q2 		$860K Sell
36,205
-39,305
-52% -$929K 0.25% 70
2020
Q1 		$1.6M Buy
75,510
+10,196
+16% +$306K 0.55% 43
2019
Q4 		$2.3M Buy
65,314
+775
+1% +$25K 0.68% 42
2019
Q3 		$1.88M Buy
64,539
+794
+1% +$22.8K 0.59% 43
2019
Q2 		$1.85M Buy
63,745
+153
+0.2% +$4.41K 0.59% 42
2019
Q1 		$1.75M Sell
63,592
-5,783
-8% -$163K 0.62% 43
2018
Q4 		$1.71M Sell
69,375
-5,277
-7% -$143K 0.7% 42
2018
Q3 		$2.2M Sell
74,652
-410
-0.5% -$12.5K 0.82% 38
2018
Q2 		$2.12M Buy
75,062
+4,634
+7% +$138K 0.85% 37
2018
Q1 		$2.11M Buy
70,428
+24,804
+54% +$779K 0.89% 36
2017
Q4 		$1.35M Buy
45,624
+31,326
+219% +$864K 0.57% 50
2017
Q3 		$362K Buy
14,298
+4,099
+40% +$99.5K 0.17% 94
2017
Q2 		$247K Buy
10,199
+68
+0.7% +$1.58K 0.12% 121
2017
Q1 		$239K Hold
10,131
– – 0.12% 122
2016
Q4 		$224K Buy
+10,131
New +$195K 0.12% 119
2015
Q2 		– Sell
-13,424
Closed -$207K – 106
2015
Q1 		$207K Hold
13,424
– – 0.13% 104
2014
Q4 		$240K Buy
+13,424
New +$230K 0.15% 100
2014
Q2 		– Sell
-11,684
Closed -$201K – 118
2014
Q1 		$201K Sell
11,684
-1,893
-14% -$31.8K 0.12% 119
2013
Q4 		$211K Sell
13,577
-7,000
-34% -$104K 0.13% 114
2013
Q3 		$284K Buy
20,577
+2,000
+11% +$28.6K 0.19% 97
2013
Q2 		$239K Buy
+18,577
New +$237K 0.16% 105

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Altavista Wealth Management's BAC Position: Q4 2021 in Review

Altavista Wealth Management reduced its Bank of America (BAC) stake by 0.7% in Q4 2021, selling an estimated $10.5K and leaving 32,649 shares worth $1.45M. The position accounts for 0.29% of the portfolio, ranked #63.

Altavista Wealth Management first reported a position in BAC in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.3M in Q4 2019. 2,786 funds tracked by Wall St. Rank hold BAC as of Q4 2021.

  • Altavista Wealth Management held 32,649 shares of Bank of America worth $1.45M as of Q4 2021.
  • Altavista Wealth Management sold 230 Bank of America shares in Q4 2021, an estimated $10.5K.
  • Bank of America made up 0.29% of Altavista Wealth Management's portfolio in Q4 2021, its #63 holding.
  • Altavista Wealth Management first reported a position in Bank of America in Q2 2013 and has held it in 27 quarters since.
  • Altavista Wealth Management's Bank of America position peaked at $2.3M in Q4 2019.
  • 2,786 funds tracked by Wall St. Rank held Bank of America as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.