HFA
BAC icon

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

Hoover 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
2021
Q2 		$580K Buy
14,059
+2,280
+19% +$93.5K 0.1% 71
2021
Q1 		$490K Buy
11,779
+120
+1% +$4.14K 0.09% 70
2020
Q4 		$396K Sell
11,659
-38
-0.3% -$1.02K 0.1% 62
2020
Q3 		$282K Sell
11,697
-1,018
-8% -$25.3K 0.09% 75
2020
Q2 		$302K Hold
12,715
– – 0.12% 67
2020
Q1 		$270K Hold
12,715
– – 0.15% 60
2019
Q4 		$448K Sell
12,715
-2,958
-19% -$95.6K 0.22% 52
2019
Q3 		$457K Sell
15,673
-606
-4% -$17.4K 0.41% 35
2019
Q2 		$472K Buy
16,279
+54
+0.3% +$1.56K 0.43% 33
2019
Q1 		$448K Sell
16,225
-244
-1% -$6.9K 0.43% 32
2018
Q4 		$406K Buy
+16,469
New +$447K 0.45% 34

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
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

Hoover Financial Advisors's BAC Position: Q2 2021 in Review

Hoover Financial Advisors increased its Bank of America (BAC) stake by 19% in Q2 2021, buying an estimated $93.5K and bringing the position to 14,059 shares worth $580K. The position accounts for 0.1% of the portfolio, ranked #71.

Hoover Financial Advisors first reported a position in BAC in Q4 2018 and has held it in 11 quarters since. 2,488 funds tracked by Wall St. Rank hold BAC as of Q2 2021.

  • Hoover Financial Advisors held 14,059 shares of Bank of America worth $580K as of Q2 2021.
  • Hoover Financial Advisors bought 2,280 Bank of America shares in Q2 2021, an estimated $93.5K.
  • Bank of America made up 0.1% of Hoover Financial Advisors's portfolio in Q2 2021, its #71 holding.
  • Hoover Financial Advisors first reported a position in Bank of America in Q4 2018 and has held it in 11 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Bank of America as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.