SEC 13F Intelligence

Hc Financial Advisors Inc / BAC

Hc Financial Advisors Inc’s Bank America Corp Position

Does Hc Financial Advisors Inc own Bank America Corp (BAC)? Yes36.6K shares worth $2M (+1.20% of its 13F portfolio) as of Q2 2022, down from 37.7K shares the prior filed quarter.

Position Value
$2M
Q2 2022
Shares
36.6K
% of Portfolio
+1.20%
Quarters Held
15
currently held

Position History BAC

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ2 ’19Q3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ2 ’20Q3 ’20: $3MQ4 ’20: $2MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202236.6K$2M+1.20%
Q1 202237.7K$2M+1.13%
Q4 202145.4K$2M+1.30%
Q3 202147.7K$3M+1.52%
Q2 202147.9K$3M+1.52%
Q1 202146.8K$3M+1.60%
Q4 202044.3K$2M+1.58%
Q3 202047.6K$3M+1.90%
Q2 202049.5K$3M+2.01%
Q1 202051.8K$3M+2.34%
Q4 201946.4K$3M+2.24%
Q3 201947.0K$3M+2.43%
Q2 201947.0K$3M+2.68%
Q1 201947.5K$3M+2.94%
Q4 201844.8K$3M+5.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hc Financial Advisors Inc’s full portfolio or all institutional holders of BAC.