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Private Wealth Advisors (Pennsylvania)’s Bank of America BAC Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 		$1.16M Buy
38,168
+5,379
+16% +$144K 0.66% 34
2020
Q3 		$790K Sell
32,789
-16,118
-33% -$401K 0.51% 43
2020
Q2 		$1.16M Buy
48,907
+203
+0.4% +$4.8K 0.79% 31
2020
Q1 		$1.12M Sell
48,704
-2,177
-4% -$65.3K 0.85% 31
2019
Q4 		$1.69M Sell
50,881
-976
-2% -$31.5K 0.9% 34
2019
Q3 		$1.51M Sell
51,857
-4,643
-8% -$134K 0.77% 38
2019
Q2 		$1.64M Buy
56,500
+3,441
+6% +$99.2K 0.58% 49
2019
Q1 		$1.46M Buy
53,059
+794
+2% +$22.4K 0.55% 51
2018
Q4 		$1.29M Sell
52,265
-1,574
-3% -$42.7K 0.56% 52
2018
Q3 		$1.59M Buy
53,839
+845
+2% +$25.7K 0.59% 49
2018
Q2 		$1.49M Sell
52,994
-880
-2% -$26.3K 0.6% 50
2018
Q1 		$1.62M Buy
53,874
+230
+0.4% +$7.22K 0.65% 46
2017
Q4 		$1.58M Buy
53,644
+5,196
+11% +$143K 0.61% 48
2017
Q3 		$1.23M Buy
48,448
+415
+0.9% +$10.1K 0.5% 57
2017
Q2 		$1.17M Buy
48,033
+13,845
+40% +$323K 0.5% 58
2017
Q1 		$806K Buy
34,188
+6,705
+24% +$159K 0.36% 72
2016
Q4 		$607K Buy
27,483
+1,643
+6% +$31.6K 0.28% 81
2016
Q3 		$404K Buy
25,840
+1,447
+6% +$21.5K 0.19% 94
2016
Q2 		$324K Buy
24,393
+391
+2% +$5.49K 0.16% 103
2016
Q1 		$325K Buy
24,002
+1,511
+7% +$20.4K 0.17% 99
2015
Q4 		$379K Sell
22,491
-1,107
-5% -$18.7K 0.21% 86
2015
Q3 		$368K Buy
23,598
+3,371
+17% +$56.7K 0.18% 105
2015
Q2 		$344K Buy
20,227
+1,213
+6% +$20K 0.16% 112
2015
Q1 		$293K Buy
19,014
+1
+0% +$16 0.14% 116
2014
Q4 		$340K Buy
19,013
+244
+1% +$4.18K 0.16% 95
2014
Q3 		$320K Buy
18,769
+301
+2% +$4.79K 0.17% 97
2014
Q2 		$284K Hold
18,468
– – 0.15% 102
2014
Q1 		$318K Buy
18,468
+17
+0.1% +$286 0.17% 98
2013
Q4 		$287K Hold
18,451
– – 0.16% 98
2013
Q3 		$255K Hold
18,451
– – 0.15% 98
2013
Q2 		$237K Buy
+18,451
New +$235K 0.15% 104

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

Private Wealth Advisors (Pennsylvania)'s BAC Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) increased its Bank of America (BAC) stake by 16% in Q4 2020, buying an estimated $144K and bringing the position to 38,168 shares worth $1.16M. The position accounts for 0.66% of the portfolio, ranked #34.

Private Wealth Advisors (Pennsylvania) first reported a position in BAC in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.69M in Q4 2019. 2,376 funds tracked by Wall St. Rank hold BAC as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 38,168 shares of Bank of America worth $1.16M as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) bought 5,379 Bank of America shares in Q4 2020, an estimated $144K.
  • Bank of America made up 0.66% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #34 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Bank of America in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s Bank of America position peaked at $1.69M in Q4 2019.
  • 2,376 funds tracked by Wall St. Rank held Bank of America as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.