Bank of America Corporation shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Bank of America Corporation
Tip: Access up to 7 years of quarterly data
All positions including Bank of America Corporation held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Bank of America Corporation by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $99M | 3.0M | 33.67 |
| 2023-09-30 | $75M | 2.7M | 27.38 |
| 2023-06-30 | $75M | 2.6M | 28.69 |
| 2023-03-31 | $70M | 2.4M | 28.60 |
| 2022-12-31 | $110M | 3.3M | 33.12 |
| 2022-09-30 | $96M | 3.2M | 30.20 |
| 2022-06-30 | $56M | 1.8M | 31.13 |
| 2022-03-31 | $61M | 1.5M | 41.22 |
| 2021-12-31 | $62M | 1.4M | 44.49 |
| 2021-09-30 | $57M | 1.4M | 42.45 |
| 2021-06-30 | $94M | 2.3M | 41.23 |
| 2021-03-31 | $90M | 2.3M | 38.69 |
| 2020-12-31 | $66M | 2.2M | 30.31 |
| 2020-09-30 | $47M | 2.0M | 24.10 |
| 2020-06-30 | $50M | 2.2M | 23.26 |
| 2020-03-31 | $40M | 2.0M | 19.77 |
| 2019-12-31 | $72M | 2.0M | 35.64 |
| 2019-09-30 | $10M | 351k | 29.17 |
| 2019-06-30 | $10M | 353k | 29.00 |
| 2019-03-31 | $9.1M | 332k | 27.59 |
| 2018-12-31 | $7.7M | 314k | 24.64 |
| 2018-09-30 | $8.9M | 303k | 29.46 |
| 2018-06-30 | $10M | 354k | 28.19 |
| 2018-03-31 | $9.0M | 306k | 29.31 |
| 2017-12-31 | $10M | 343k | 29.52 |
| 2017-09-30 | $4.0k | 136 | 29.41 |
| 2017-06-30 | $2.8M | 117k | 24.26 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors