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Hapanowicz & Associates Financial Services’s Bank of America BAC Stock Holding History

Hapanowicz & Associates Financial Services’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 		– Sell
-9,865
Closed -$299K – 30
2020
Q4 		$299K Hold
9,865
– – 0.15% 24
2020
Q3 		$237K Buy
+9,865
New +$246K 0.14% 27

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Hapanowicz & Associates Financial Services's BAC Position: Q1 2021 in Review

Hapanowicz & Associates Financial Services sold out of Bank of America (BAC) in Q1 2021, closing a stake of 9,865 shares — an estimated $299K sold.

Hapanowicz & Associates Financial Services first reported a position in BAC in Q3 2020 and held it in 2 quarters. The position peaked at $299K in Q4 2020. 2,476 funds tracked by Wall St. Rank hold BAC as of Q1 2021.

  • Hapanowicz & Associates Financial Services reported no remaining Bank of America position as of Q1 2021 after selling out during the quarter.
  • Hapanowicz & Associates Financial Services sold 9,865 Bank of America shares in Q1 2021, an estimated $299K.
  • Hapanowicz & Associates Financial Services first reported a position in Bank of America in Q3 2020 and held it in 2 quarters.
  • Hapanowicz & Associates Financial Services's Bank of America position peaked at $299K in Q4 2020.
  • 2,476 funds tracked by Wall St. Rank held Bank of America as of Q1 2021.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q1 2021, filed 29 Apr 2021.