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

Personal 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
2022
Q4 		$92.6M Buy
2,796,793
+40,544
+1% +$1.4M 0.45% 46
2022
Q3 		$83.2M Buy
2,756,249
+321,824
+13% +$10.8M 0.45% 46
2022
Q2 		$75.8M Sell
2,434,425
-149,936
-6% -$5.4M 0.4% 48
2022
Q1 		$107M Buy
2,584,361
+42,766
+2% +$1.93M 0.5% 38
2021
Q4 		$113M Buy
2,541,595
+17,972
+0.7% +$819K 0.52% 36
2021
Q3 		$107M Buy
2,523,623
+86,114
+4% +$3.47M 0.54% 32
2021
Q2 		$100M Buy
2,437,509
+83,438
+4% +$3.42M 0.52% 32
2021
Q1 		$91.1M Buy
2,354,071
+110,809
+5% +$3.82M 0.53% 32
2020
Q4 		$68M Buy
2,243,262
+182,407
+9% +$4.89M 0.43% 47
2020
Q3 		$49.6M Buy
2,060,855
+40,815
+2% +$1.02M 0.37% 59
2020
Q2 		$48M Buy
2,020,040
+463,062
+30% +$10.9M 0.4% 58
2020
Q1 		$23.8M Buy
1,556,978
+169,112
+12% +$5.07M 0.23% 95
2019
Q4 		$48.9M Buy
1,387,866
+1,258,775
+975% +$40.7M 0.41% 58
2019
Q3 		$3.77M Buy
129,091
+17,133
+15% +$493K 0.04% 157
2019
Q2 		$3.25M Buy
111,958
+25,646
+30% +$740K 0.03% 161
2019
Q1 		$2.38M Buy
86,312
+14,768
+21% +$417K 0.03% 169
2018
Q4 		$1.76M Buy
71,544
+13,004
+22% +$353K 0.02% 169
2018
Q3 		$1.73M Buy
58,540
+12,575
+27% +$383K 0.02% 168
2018
Q2 		$1.3M Buy
45,965
+16,762
+57% +$500K 0.02% 169
2018
Q1 		$876K Buy
29,203
+5,098
+21% +$160K 0.01% 177
2017
Q4 		$712K Buy
24,105
+11,820
+96% +$326K 0.01% 184
2017
Q3 		$311K Buy
+12,285
New +$298K 0.01% 194

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Personal Capital Advisors's BAC Position: Q4 2022 in Review

Personal Capital Advisors increased its Bank of America (BAC) stake by 1.5% in Q4 2022, buying an estimated $1.4M and bringing the position to 2,796,793 shares worth $92.6M. The position accounts for 0.45% of the portfolio, ranked #46.

Personal Capital Advisors first reported a position in BAC in Q3 2017 and has held it in 22 quarters since. The position peaked at $113M in Q4 2021. 2,717 funds tracked by Wall St. Rank hold BAC as of Q4 2022.

  • Personal Capital Advisors held 2,796,793 shares of Bank of America worth $92.6M as of Q4 2022.
  • Personal Capital Advisors bought 40,544 Bank of America shares in Q4 2022, an estimated $1.4M.
  • Bank of America made up 0.45% of Personal Capital Advisors's portfolio in Q4 2022, its #46 holding.
  • Personal Capital Advisors first reported a position in Bank of America in Q3 2017 and has held it in 22 quarters since.
  • Personal Capital Advisors's Bank of America position peaked at $113M in Q4 2021.
  • 2,717 funds tracked by Wall St. Rank held Bank of America as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.