SEC 13F Intelligence

Paradigm Financial Advisors, LLC / BAC

Paradigm Financial Advisors, LLC’s Bank America Corp Position

Does Paradigm Financial Advisors, LLC own Bank America Corp (BAC)? Yes313.6K shares worth $14M (+3.08% of its 13F portfolio) as of Q4 2021, down from 317.6K shares the prior filed quarter.

Position Value
$14M
Q4 2021
Shares
313.6K
% of Portfolio
+3.08%
Quarters Held
13
currently held

Position History BAC

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $10MQ2 ’19: $10MQ2 ’19Q3 ’19: $9MQ4 ’19: $11MQ4 ’19Q1 ’20: $7MQ2 ’20: $8MQ2 ’20Q3 ’20: $8MQ4 ’20: $11MQ4 ’20Q1 ’21: $13MQ2 ’21: $13MQ2 ’21Q3 ’21: $13MQ4 ’21: $14MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2021313.6K$14M+3.08%
Q3 2021317.6K$13M+3.11%
Q2 2021324.5K$13M+2.98%
Q1 2021330.7K$13M+3.11%
Q4 2020352.7K$11M+2.89%
Q3 2020318.0K$8M+2.17%
Q2 2020333.1K$8M+2.51%
Q1 2020318.0K$7M+2.51%
Q4 2019309.4K$11M+3.74%
Q3 2019311.1K$9M+3.54%
Q2 2019334.7K$10M+3.57%
Q1 2019345.1K$10M+3.61%
Q4 2018333.4K$8M+3.66%

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