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Bel Air Investment Advisors’s Bank of America BAC Stock Holding History

Bel Air 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 		$6.26M Buy
151,946
+53,569
+54% +$2.2M 0.19% 68
2021
Q1 		$3.81M Buy
+98,377
New +$3.39M 0.12% 96

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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

Bel Air Investment Advisors's BAC Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Bank of America (BAC) stake by 54% in Q2 2021, buying an estimated $2.2M and bringing the position to 151,946 shares worth $6.26M. The position accounts for 0.19% of the portfolio, ranked #68.

Bel Air Investment Advisors first reported a position in BAC in Q1 2021 and has held it in 2 quarters since. 2,488 funds tracked by Wall St. Rank hold BAC as of Q2 2021.

  • Bel Air Investment Advisors held 151,946 shares of Bank of America worth $6.26M as of Q2 2021.
  • Bel Air Investment Advisors bought 53,569 Bank of America shares in Q2 2021, an estimated $2.2M.
  • Bank of America made up 0.19% of Bel Air Investment Advisors's portfolio in Q2 2021, its #68 holding.
  • Bel Air Investment Advisors first reported a position in Bank of America in Q1 2021 and has held it in 2 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Bank of America as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.