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

Horan 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
2020
Q4 		– Sell
-239
Closed -$6K – 103
2020
Q3 		$6K Buy
+239
New +$5.95K ﹤0.01% 271
2020
Q1 		– Sell
-239
Closed -$8K – 87
2019
Q4 		$8K Hold
239
– – ﹤0.01% 228
2019
Q3 		$7K Buy
+239
New +$6.87K ﹤0.01% 236
2019
Q2 		– Sell
-239
Closed -$7K – 86
2019
Q1 		$7K Buy
+239
New +$6.75K ﹤0.01% 226
2017
Q4 		– Sell
-239
Closed -$6K – 82
2017
Q3 		$6K Buy
+239
New +$5.8K ﹤0.01% 273

Other funds holding BAC

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Horan Capital Advisors's BAC Position: Q4 2020 in Review

Horan Capital Advisors sold out of Bank of America (BAC) in Q4 2020, closing a stake of 239 shares — an estimated $6K sold.

Horan Capital Advisors first reported a position in BAC in Q3 2017 and held it in 5 quarters. The position peaked at $8K in Q4 2019. 2,376 funds tracked by Wall St. Rank hold BAC as of Q4 2020.

  • Horan Capital Advisors reported no remaining Bank of America position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 239 Bank of America shares in Q4 2020, an estimated $6K.
  • Horan Capital Advisors first reported a position in Bank of America in Q3 2017 and held it in 5 quarters.
  • Horan Capital Advisors's Bank of America position peaked at $8K in Q4 2019.
  • 2,376 funds tracked by Wall St. Rank held Bank of America as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.