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

Johanson 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
Q4 		$855K Buy
19,216
+749
+4% +$34.1K 0.26% 67
2021
Q3 		$784K Buy
18,467
+238
+1% +$9.59K 0.27% 69
2021
Q2 		$708K Sell
18,229
-120
-0.7% -$4.92K 0.24% 73
2021
Q1 		$732K Sell
18,349
-525
-3% -$18.1K 0.27% 70
2020
Q4 		$572K Sell
18,874
-1,210
-6% -$32.4K 0.23% 74
2020
Q3 		$494K Sell
20,084
-1,028
-5% -$25.6K 0.22% 74
2020
Q2 		$501K Sell
21,112
-2,742
-11% -$64.8K 0.25% 69
2020
Q1 		$507K Sell
23,854
-822,205
-97% -$24.6M 0.29% 61
2019
Q4 		$24M Buy
846,059
+823,287
+3,615% +$26.6M 1.14% 21
2019
Q3 		$664K Sell
22,772
-3,911
-15% -$112K 0.35% 58
2019
Q2 		$772K Sell
26,683
-885
-3% -$25.5K 0.41% 53
2019
Q1 		$759K Buy
27,568
+5,886
+27% +$166K 0.43% 52
2018
Q4 		$534K Sell
21,682
-297
-1% -$8.06K 0.36% 56
2018
Q3 		$647K Buy
21,979
+843
+4% +$25.7K 0.37% 56
2018
Q2 		$600K Buy
21,136
+897
+4% +$26.8K 0.38% 56
2018
Q1 		$603K Buy
20,239
+913
+5% +$28.7K 0.4% 51
2017
Q4 		$573K Buy
19,326
+2,622
+16% +$72.3K 0.38% 50
2017
Q3 		$424K Buy
16,704
+749
+5% +$18.2K 0.31% 58
2017
Q2 		$389K Sell
15,955
-727
-4% -$17K 0.32% 56
2017
Q1 		$391K Buy
+16,682
New +$396K 0.34% 53
2016
Q4 		– Sell
-17,860
Closed -$279K – 14
2016
Q3 		$279K Sell
17,860
-7,350
-29% -$109K 0.3% 61
2016
Q2 		$334K Sell
25,210
-102
-0.4% -$1.43K 0.39% 54
2016
Q1 		$342K Buy
25,312
+92
+0.4% +$1.24K 0.42% 51
2015
Q4 		$424K Buy
+25,220
New +$426K 0.55% 43

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Johanson Financial Advisors's BAC Position: Q4 2021 in Review

Johanson Financial Advisors increased its Bank of America (BAC) stake by 4.1% in Q4 2021, buying an estimated $34.1K and bringing the position to 19,216 shares worth $855K. The position accounts for 0.26% of the portfolio, ranked #67.

Johanson Financial Advisors first reported a position in BAC in Q4 2015 and has held it in 24 quarters since. The position peaked at $24M in Q4 2019. 2,785 funds tracked by Wall St. Rank hold BAC as of Q4 2021.

  • Johanson Financial Advisors held 19,216 shares of Bank of America worth $855K as of Q4 2021.
  • Johanson Financial Advisors bought 749 Bank of America shares in Q4 2021, an estimated $34.1K.
  • Bank of America made up 0.26% of Johanson Financial Advisors's portfolio in Q4 2021, its #67 holding.
  • Johanson Financial Advisors first reported a position in Bank of America in Q4 2015 and has held it in 24 quarters since.
  • Johanson Financial Advisors's Bank of America position peaked at $24M in Q4 2019.
  • 2,785 funds tracked by Wall St. Rank held Bank of America as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.