Clear Perspective Advisors’s Bank of America BAC Stock Holding History

Clear Perspective 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 Q4	$238K	Sell	5,355 -218	-4%	-$9.93K	0.07%	156
2021 Q3	$237K	Hold	5,573	–	–	0.08%	150
2021 Q2	$230K	Buy	5,573 +82	+1%	+$3.36K	0.08%	154
2021 Q1	$212K	Buy	+5,491	New	+$189K	0.08%	149
2020 Q2	–	Sell	-12,698	Closed	-$270K	–	121
2020 Q1	$270K	Sell	12,698 -3,075	-19%	-$92.2K	0.18%	92
2019 Q4	$556K	Sell	15,773 -20	-0.1%	-$646	0.34%	70
2019 Q3	$468K	Sell	15,793 -2,980	-16%	-$85.7K	0.21%	89
2019 Q2	$544K	Sell	18,773 -2,300	-11%	-$66.3K	0.35%	70
2019 Q1	$630K	Buy	21,073 +850	+4%	+$24K	0.45%	64
2018 Q4	$498K	Sell	20,223 -800	-4%	-$21.7K	0.41%	75
2018 Q3	$619K	Buy	21,023 +125	+0.6%	+$3.81K	0.46%	69
2018 Q2	$589K	Buy	20,898 +8,640	+70%	+$258K	0.41%	71
2018 Q1	$368K	Buy	12,258 +728	+6%	+$22.9K	0.27%	92
2017 Q4	$340K	Buy	11,530 +150	+1%	+$4.13K	0.26%	97
2017 Q3	$288K	Hold	11,380	–	–	0.24%	103
2017 Q2	$276K	Buy	11,380 +9,000	+378%	+$210K	0.23%	103
2017 Q1	$56K	Hold	2,380	–	–	0.04%	204
2016 Q4	$53K	Buy	+2,380	New	+$45.8K	0.04%	198

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Clear Perspective Advisors's BAC Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Bank of America (BAC) stake by 3.9% in Q4 2021, selling an estimated $9.93K and leaving 5,355 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #156.

Clear Perspective Advisors first reported a position in BAC in Q4 2016 and has held it in 18 quarters since. The position peaked at $630K in Q1 2019. 2,786 funds tracked by Wall St. Rank hold BAC as of Q4 2021.

Clear Perspective Advisors held 5,355 shares of Bank of America worth $238K as of Q4 2021.
Clear Perspective Advisors sold 218 Bank of America shares in Q4 2021, an estimated $9.93K.
Bank of America made up 0.07% of Clear Perspective Advisors's portfolio in Q4 2021, its #156 holding.
Clear Perspective Advisors first reported a position in Bank of America in Q4 2016 and has held it in 18 quarters since.
Clear Perspective Advisors's Bank of America position peaked at $630K in Q1 2019.
2,786 funds tracked by Wall St. Rank held Bank of America as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.