NFP
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Novak Financial Planning’s Bank of America BAC Stock Holding History

Novak Financial Planning’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 		$1.5M Sell
36,388
-170
-0.5% -$6.97K 0.73% 44
2021
Q1 		$1.41M Buy
36,558
+9
+0% +$311 0.78% 42
2020
Q4 		$1.11M Buy
+36,549
New +$980K 0.65% 46

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Novak Financial Planning's BAC Position: Q2 2021 in Review

Novak Financial Planning reduced its Bank of America (BAC) stake by 0.47% in Q2 2021, selling an estimated $6.97K and leaving 36,388 shares worth $1.5M. The position accounts for 0.73% of the portfolio, ranked #44.

Novak Financial Planning first reported a position in BAC in Q4 2020 and has held it in 3 quarters since. 2,488 funds tracked by Wall St. Rank hold BAC as of Q2 2021.

  • Novak Financial Planning held 36,388 shares of Bank of America worth $1.5M as of Q2 2021.
  • Novak Financial Planning sold 170 Bank of America shares in Q2 2021, an estimated $6.97K.
  • Bank of America made up 0.73% of Novak Financial Planning's portfolio in Q2 2021, its #44 holding.
  • Novak Financial Planning first reported a position in Bank of America in Q4 2020 and has held it in 3 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Bank of America as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.