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

Spearhead 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
Q1 		– Sell
-254,772
Closed -$11.3M – 197
2021
Q4 		$11.3M Buy
254,772
+4,997
+2% +$228K 1.37% 26
2021
Q3 		$10.6M Buy
249,775
+4,259
+2% +$172K 1.41% 17
2021
Q2 		$10.1M Buy
245,516
+120
+0% +$4.92K 1.38% 19
2021
Q1 		$9.49M Sell
245,396
-320
-0.1% -$11K 1.4% 16
2020
Q4 		$7.45M Buy
245,716
+20,853
+9% +$559K 1.18% 27
2020
Q3 		$5.42M Buy
224,863
+4,929
+2% +$123K 1.03% 45
2020
Q2 		$5.22M Buy
219,934
+27,613
+14% +$652K 1.12% 45
2020
Q1 		$4.08M Buy
192,321
+42,221
+28% +$1.27M 1.18% 49
2019
Q4 		$5.29M Buy
150,100
+4,663
+3% +$151K 1.31% 26
2019
Q3 		$4.24M Buy
145,437
+9,589
+7% +$276K 1.18% 48
2019
Q2 		$3.94M Buy
135,848
+10,379
+8% +$299K 1.15% 50
2019
Q1 		$3.46M Buy
125,469
+17,721
+16% +$501K 1.04% 52
2018
Q4 		$2.65M Sell
107,748
-6,494
-6% -$176K 1.14% 46
2018
Q3 		$3.46M Buy
114,242
+3,198
+3% +$97.4K 1.16% 42
2018
Q2 		$3.13M Buy
111,044
+3,687
+3% +$110K 1.12% 41
2018
Q1 		$3.22M Buy
107,357
+13,178
+14% +$414K 1.25% 20
2017
Q4 		$2.78M Buy
+94,179
New +$2.6M 1.35% 17

Other funds holding BAC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Spearhead Capital Advisors's BAC Position: Q1 2022 in Review

Spearhead Capital Advisors sold out of Bank of America (BAC) in Q1 2022, closing a stake of 254,772 shares — an estimated $11.3M sold.

Spearhead Capital Advisors first reported a position in BAC in Q4 2017 and held it in 17 quarters. The position peaked at $11.3M in Q4 2021. 2,790 funds tracked by Wall St. Rank hold BAC as of Q1 2022.

  • Spearhead Capital Advisors reported no remaining Bank of America position as of Q1 2022 after selling out during the quarter.
  • Spearhead Capital Advisors sold 254,772 Bank of America shares in Q1 2022, an estimated $11.3M.
  • Spearhead Capital Advisors first reported a position in Bank of America in Q4 2017 and held it in 17 quarters.
  • Spearhead Capital Advisors's Bank of America position peaked at $11.3M in Q4 2021.
  • 2,790 funds tracked by Wall St. Rank held Bank of America as of Q1 2022.

Based on Spearhead Capital Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.