HC Financial Advisors’s Bank of America BAC Stock Holding History

HC Financial 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
2022 Q2	$100K	Buy	3,220 +325	+11%	+$11.7K	0.07%	97
2022 Q1	$119K	Sell	2,895 -250	-8%	-$11.3K	0.07%	98
2021 Q4	$140K	Sell	3,145 -715	-19%	-$32.6K	0.08%	95
2021 Q3	$164K	Sell	3,860 -1,000	-21%	-$40.3K	0.1%	84
2021 Q2	$200K	Hold	4,860	–	–	0.12%	79
2021 Q1	$188K	Hold	4,860	–	–	0.11%	78
2020 Q4	$147K	Hold	4,860	–	–	0.09%	88
2020 Q3	$117K	Hold	4,860	–	–	0.08%	86
2020 Q2	$115K	Sell	4,860 -200	-4%	-$4.73K	0.09%	80
2020 Q1	$107K	Buy	+5,060	New	+$152K	0.1%	80

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HC Financial Advisors's BAC Position: Q2 2022 in Review

HC Financial Advisors increased its Bank of America (BAC) stake by 11% in Q2 2022, buying an estimated $11.7K and bringing the position to 3,220 shares worth $100K. The position accounts for 0.07% of the portfolio, ranked #97.

HC Financial Advisors first reported a position in BAC in Q1 2020 and has held it in 10 quarters since. The position peaked at $200K in Q2 2021. 2,642 funds tracked by Wall St. Rank hold BAC as of Q2 2022.

HC Financial Advisors held 3,220 shares of Bank of America worth $100K as of Q2 2022.
HC Financial Advisors bought 325 Bank of America shares in Q2 2022, an estimated $11.7K.
Bank of America made up 0.07% of HC Financial Advisors's portfolio in Q2 2022, its #97 holding.
HC Financial Advisors first reported a position in Bank of America in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Bank of America position peaked at $200K in Q2 2021.
2,642 funds tracked by Wall St. Rank held Bank of America as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.