AFA
BAC icon

Atlanta Financial Associates’s Bank of America BAC Stock Holding History

Atlanta Financial Associates’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 		$299K Hold
9,873
– – 0.14% 54
2020
Q4 		$299K Sell
9,873
-3,186
-24% -$85.4K 0.14% 55
2020
Q3 		$315K Buy
13,059
+2,694
+26% +$67.1K 0.16% 46
2020
Q2 		$246K Hold
10,365
– – 0.14% 53
2020
Q1 		$220K Buy
+10,365
New +$311K 0.17% 51

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

Atlanta Financial Associates's BAC Position: Q1 2021 in Review

Atlanta Financial Associates held its Bank of America (BAC) position steady in Q1 2021 at 9,873 shares worth $299K. The position accounts for 0.14% of the portfolio, ranked #54.

Atlanta Financial Associates first reported a position in BAC in Q1 2020 and has held it in 5 quarters since. The position peaked at $315K in Q3 2020. 2,475 funds tracked by Wall St. Rank hold BAC as of Q1 2021.

  • Atlanta Financial Associates held 9,873 shares of Bank of America worth $299K as of Q1 2021.
  • Atlanta Financial Associates left its Bank of America share count unchanged in Q1 2021.
  • Bank of America made up 0.14% of Atlanta Financial Associates's portfolio in Q1 2021, its #54 holding.
  • Atlanta Financial Associates first reported a position in Bank of America in Q1 2020 and has held it in 5 quarters since.
  • Atlanta Financial Associates's Bank of America position peaked at $315K in Q3 2020.
  • 2,475 funds tracked by Wall St. Rank held Bank of America as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.