Stewardship Financial Advisors’s Bank of America BAC Stock Holding History

Stewardship Financial 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
2021 Q1	$219K	Buy	+5,661	New	+$195K	0.08%	60
2020 Q1	–	Sell	-7,067	Closed	-$249K	–	65
2019 Q4	$249K	Sell	7,067 -952	-12%	-$30.8K	0.09%	49
2019 Q3	$234K	Buy	8,019 +852	+12%	+$24.5K	0.1%	47
2019 Q2	$208K	Buy	+7,167	New	+$207K	0.09%	52
2018 Q4	–	Sell	-6,817	Closed	-$201K	–	62
2018 Q3	$201K	Buy	+6,817	New	+$208K	0.09%	50
2018 Q2	–	Sell	-7,001	Closed	-$210K	–	48
2018 Q1	$210K	Buy	+7,001	New	+$220K	0.1%	46

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

Stewardship Financial Advisors's BAC Position: Q1 2021 in Review

Stewardship Financial Advisors opened a new position in Bank of America (BAC) in Q1 2021: 5,661 shares worth $219K. The stake represents 0.08% of the portfolio and ranks #60 among its holdings. This is a return to the name: Stewardship Financial Advisors previously reported a position in BAC as recently as Q4 2019.

Stewardship Financial Advisors first reported a position in BAC in Q1 2018 and has held it in 6 quarters since. The position peaked at $249K in Q4 2019. 2,475 funds tracked by Wall St. Rank hold BAC as of Q1 2021.

Stewardship Financial Advisors held 5,661 shares of Bank of America worth $219K as of Q1 2021.
Bank of America was a new Stewardship Financial Advisors position in Q1 2021.
Bank of America made up 0.08% of Stewardship Financial Advisors's portfolio in Q1 2021, its #60 holding.
Stewardship Financial Advisors first reported a position in Bank of America in Q1 2018 and has held it in 6 quarters since.
Stewardship Financial Advisors's Bank of America position peaked at $249K in Q4 2019.
2,475 funds tracked by Wall St. Rank held Bank of America as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.