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Berman Capital Advisors’s Bank of America BAC Stock Holding History

Berman Capital 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
Q3 		$2.54M Buy
59,862
+6,196
+12% +$250K 0.4% 36
2021
Q2 		$2.21M Buy
53,666
+5,089
+10% +$209K 0.35% 33
2021
Q1 		$1.88M Buy
48,577
+5,460
+13% +$188K 0.39% 31
2020
Q4 		$1.31M Sell
43,117
-670
-2% -$18K 0.31% 47
2020
Q3 		$1.05M Sell
43,787
-1,392
-3% -$34.7K 0.3% 45
2020
Q2 		$1.07M Buy
45,179
+5,762
+15% +$136K 0.28% 48
2020
Q1 		$835K Sell
39,417
-5,641
-13% -$169K 0.27% 44
2019
Q4 		$1.58M Sell
45,058
-604
-1% -$19.5K 0.46% 28
2019
Q3 		$1.33M Sell
45,662
-182
-0.4% -$5.23K 0.41% 32
2019
Q2 		$1.33M Sell
45,844
-9,489
-17% -$274K 0.42% 31
2019
Q1 		$1.52M Buy
55,333
+8,172
+17% +$231K 0.51% 27
2018
Q4 		$1.16M Buy
47,161
+13,181
+39% +$358K 0.46% 27
2018
Q3 		$998K Sell
33,980
-2,766
-8% -$84.2K 0.42% 34
2018
Q2 		$1.03M Buy
36,746
+1,085
+3% +$32.4K 0.36% 36
2018
Q1 		$1.06M Buy
35,661
+3,883
+12% +$122K 0.41% 36
2017
Q4 		$935K Buy
+31,778
New +$876K 0.31% 43

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berman Capital Advisors's BAC Position: Q3 2021 in Review

Berman Capital Advisors increased its Bank of America (BAC) stake by 12% in Q3 2021, buying an estimated $250K and bringing the position to 59,862 shares worth $2.54M. The position accounts for 0.4% of the portfolio, ranked #36.

Berman Capital Advisors first reported a position in BAC in Q4 2017 and has held it in 16 quarters since. 2,493 funds tracked by Wall St. Rank hold BAC as of Q3 2021.

  • Berman Capital Advisors held 59,862 shares of Bank of America worth $2.54M as of Q3 2021.
  • Berman Capital Advisors bought 6,196 Bank of America shares in Q3 2021, an estimated $250K.
  • Bank of America made up 0.4% of Berman Capital Advisors's portfolio in Q3 2021, its #36 holding.
  • Berman Capital Advisors first reported a position in Bank of America in Q4 2017 and has held it in 16 quarters since.
  • 2,493 funds tracked by Wall St. Rank held Bank of America as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.