Bank of America’s OCA Acquisition Corp. Class A Common Stock OCAX Stock Holding History

Bank of America’s Portfolio OCAX Stock Details OCAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-111,453	Closed	-$1.14M	–	8407
2022 Q4	$1.14M	Sell	111,453 -213,547	-66%	-$2.17M	﹤0.01%	4738
2022 Q3	$3.27M	Hold	325,000	–	–	﹤0.01%	3797
2022 Q2	$3.26M	Hold	325,000	–	–	﹤0.01%	3850
2022 Q1	$3.27M	Hold	325,000	–	–	﹤0.01%	4077
2021 Q4	$3.22M	Hold	325,000	–	–	﹤0.01%	4082
2021 Q3	$3.22M	Hold	325,000	–	–	﹤0.01%	3996
2021 Q2	$3.22M	Sell	325,000 -100,000	-24%	-$988K	﹤0.01%	3925
2021 Q1	$4.15M	Buy	+425,000	New	+$4.17M	﹤0.01%	3590

Other funds holding OCAX

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

OCAM

Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return

SOA

Sea Otter Advisors Miami, Florida $1.78M AUM 2.28% 1-Year Est. Return

Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return

Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return

Bank of America's OCAX Position: Q1 2023 in Review

Bank of America sold out of OCA Acquisition Corp. Class A Common Stock (OCAX) in Q1 2023, closing a stake of 111,453 shares — an estimated $1.14M sold.

Bank of America first reported a position in OCAX in Q1 2021 and held it in 8 quarters. The position peaked at $4.15M in Q1 2021. 18 funds tracked by Wall St. Rank hold OCAX as of Q1 2023.

Bank of America reported no remaining OCA Acquisition Corp. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Bank of America sold 111,453 OCA Acquisition Corp. Class A Common Stock shares in Q1 2023, an estimated $1.14M.
Bank of America first reported a position in OCA Acquisition Corp. Class A Common Stock in Q1 2021 and held it in 8 quarters.
Bank of America's OCA Acquisition Corp. Class A Common Stock position peaked at $4.15M in Q1 2021.
18 funds tracked by Wall St. Rank held OCA Acquisition Corp. Class A Common Stock as of Q1 2023.

Based on Bank of America's 13F filing for Q1 2023, filed 12 May 2023.