Pinnacle Advisory Group’s Bank of America BAC Stock Holding History

Pinnacle Advisory Group’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 Q1	$971K	Buy	25,108 +2,107	+9%	+$72.7K	0.04%	119
2020 Q4	$697K	Hold	23,001	–	–	0.04%	113
2020 Q3	$554K	Buy	23,001 +50	+0.2%	+$1.25K	0.04%	119
2020 Q2	$545K	Hold	22,951	–	–	0.04%	119
2020 Q1	$487K	Hold	22,951	–	–	0.05%	109
2019 Q4	$808K	Hold	22,951	–	–	0.05%	98
2019 Q3	$669K	Sell	22,951 -5,105	-18%	-$147K	0.05%	101
2019 Q2	$814K	Sell	28,056 -1,720	-6%	-$49.6K	0.06%	98
2019 Q1	$822K	Buy	29,776 +74	+0.2%	+$2.09K	0.06%	91
2018 Q4	$732K	Sell	29,702 -2,508	-8%	-$68K	0.05%	89
2018 Q3	$949K	Buy	32,210 +8,704	+37%	+$265K	0.07%	81
2018 Q2	$663K	Sell	23,506 -14,217	-38%	-$424K	0.04%	92
2018 Q1	$1.13M	Buy	37,723 +928	+3%	+$29.1K	0.07%	74
2017 Q4	$1.09M	Buy	36,795 +684	+2%	+$18.9K	0.06%	83
2017 Q3	$915K	Sell	36,111 -2,107	-6%	-$51.1K	0.06%	81
2017 Q2	$927K	Buy	38,218 +10,396	+37%	+$242K	0.06%	80
2017 Q1	$656K	Buy	27,822 +578	+2%	+$13.7K	0.04%	94
2016 Q4	$602K	Buy	27,244 +125	+0.5%	+$2.41K	0.04%	93
2016 Q3	$434K	Buy	+27,119	New	+$404K	0.04%	74
2016 Q2	–	Sell	-23,915	Closed	-$323K	–	135
2016 Q1	$323K	Buy	23,915 +6,321	+36%	+$85.3K	0.03%	77
2015 Q4	$296K	Buy	+17,594	New	+$298K	0.03%	82
2015 Q2	–	Sell	-11,729	Closed	-$180K	–	115
2015 Q1	$180K	Buy	11,729 +10	+0.1%	+$161	0.02%	134
2014 Q4	$209K	Sell	11,719 -1,998	-15%	-$34.2K	0.02%	133
2014 Q3	$233K	Buy	13,717 +1,180	+9%	+$18.8K	0.03%	107
2014 Q2	$192K	Sell	12,537 -3,066	-20%	-$47.6K	0.02%	113
2014 Q1	$268K	Buy	15,603 +1,477	+10%	+$24.8K	0.03%	84
2013 Q4	$219K	Hold	14,126	–	–	0.03%	83
2013 Q3	$194K	Buy	14,126 +1,920	+16%	+$27.4K	0.02%	98
2013 Q2	$157K	Buy	+12,206	New	+$156K	0.02%	82

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Advisory Group's BAC Position: Q1 2021 in Review

Pinnacle Advisory Group increased its Bank of America (BAC) stake by 9.2% in Q1 2021, buying an estimated $72.7K and bringing the position to 25,108 shares worth $971K. The position accounts for 0.04% of the portfolio, ranked #119.

Pinnacle Advisory Group first reported a position in BAC in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.13M in Q1 2018. 2,476 funds tracked by Wall St. Rank hold BAC as of Q1 2021.

Pinnacle Advisory Group held 25,108 shares of Bank of America worth $971K as of Q1 2021.
Pinnacle Advisory Group bought 2,107 Bank of America shares in Q1 2021, an estimated $72.7K.
Bank of America made up 0.04% of Pinnacle Advisory Group's portfolio in Q1 2021, its #119 holding.
Pinnacle Advisory Group first reported a position in Bank of America in Q2 2013 and has held it in 29 quarters since.
Pinnacle Advisory Group's Bank of America position peaked at $1.13M in Q1 2018.
2,476 funds tracked by Wall St. Rank held Bank of America as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.