SEC 13F Intelligence

Hall Private Wealth Advisors / BAC

Hall Private Wealth Advisors’s Bank America Corp Position

Does Hall Private Wealth Advisors own Bank America Corp (BAC)? Yes — 81.7K shares worth $3M (+1.78% of its 13F portfolio) as of Q3 2023, down from 125.0K shares the prior filed quarter.

Position Value
$3M
Q3 2023
Shares
81.7K
% of Portfolio
+1.78%
Quarters Held
11
currently held

Position History BAC

Reported value by quarter
Q1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $8MQ3 ’21Q4 ’21: $7MQ1 ’22: $10MQ1 ’22Q2 ’22: $10MQ3 ’22: $8MQ3 ’22Q4 ’22: $5MQ1 ’23: $5MQ1 ’23Q2 ’23: $5MQ3 ’23: $3MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202381.7K$3M+1.78%
Q2 2023125.0K$5M+2.51%
Q1 2023130.8K$5M+2.65%
Q4 2022135.9K$5M+3.04%
Q3 2022208.8K$8M+4.57%
Q2 2022199.2K$10M+5.68%
Q1 2022187.4K$10M+5.10%
Q4 2021138.8K$7M+4.48%
Q3 2021147.3K$8M+5.07%
Q2 202133.3K$2M+1.21%
Q1 202128.9K$2M+1.40%

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