Anson Funds Management’s Bank of America BAC Stock Holding History

Anson Funds Management’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
2020 Q4	–	Sell	-185,000	Closed	-$4.46M	–	174
2020 Q3	$4.46M	Sell	185,000 -300,000	-62%	-$7.47M	2.39%	9
2020 Q2	$11.5M	Buy	485,000 +235,000	+94%	+$5.55M	2.95%	6
2020 Q1	$5.31M	Buy	+250,000	New	+$7.49M	2.18%	5
2016 Q3	–	Sell	-200,000	Closed	-$2.65M	–	57
2016 Q2	$2.65M	Sell	200,000 -200,000	-50%	-$2.81M	0.51%	30
2016 Q1	$5.41M	Buy	+400,000	New	+$5.4M	0.79%	24

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Anson Funds Management's BAC Position: Q4 2024 in Review

Anson Funds Management sold out of Bank of America (BAC) in Q4 2024, closing a stake of 57,500 shares — an estimated $2.28M sold.

Anson Funds Management first reported a position in BAC in Q4 2014 and held it in 26 quarters. The position peaked at $40.9M in Q3 2016. 3,266 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

Anson Funds Management reported no remaining Bank of America position as of Q4 2024 after selling out during the quarter.
Anson Funds Management sold 57,500 Bank of America shares in Q4 2024, an estimated $2.28M.
Anson Funds Management first reported a position in Bank of America in Q4 2014 and held it in 26 quarters.
Anson Funds Management's Bank of America position peaked at $40.9M in Q3 2016.
3,266 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Anson Funds Management's 13F filing for Q4 2024, filed 14 Feb 2025.