Bank of America’s Appreciate Holdings, Inc. Class A Common Stock SFR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-100	Closed	-$36	–	8054
2023 Q2	$36	Hold	100	–	–	﹤0.01%	7488
2023 Q1	$57	Buy	+100	New	+$143	﹤0.01%	7513
2022 Q3	–	Sell	-3,000	Closed	-$30K	–	8361
2022 Q2	$30K	Hold	3,000	–	–	﹤0.01%	7048
2022 Q1	$29K	Hold	3,000	–	–	﹤0.01%	7385
2021 Q4	$29K	Hold	3,000	–	–	﹤0.01%	7415
2021 Q3	$29K	Hold	3,000	–	–	﹤0.01%	7280
2021 Q2	$29K	Hold	3,000	–	–	﹤0.01%	7034
2021 Q1	$29K	Buy	+3,000	New	+$30.6K	﹤0.01%	6793

Other funds holding SFR

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return

Meteora Capital Boca Raton, Florida $1.36B AUM 20.06% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Bank of America's SFR Position: Q3 2023 in Review

Bank of America sold out of Appreciate Holdings, Inc. Class A Common Stock (SFR) in Q3 2023, closing a stake of 100 shares — an estimated $36 sold.

Bank of America first reported a position in SFR in Q1 2021 and held it in 8 quarters. The position peaked at $30K in Q2 2022. 18 funds tracked by Wall St. Rank hold SFR as of Q3 2023.

Bank of America reported no remaining Appreciate Holdings, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Bank of America sold 100 Appreciate Holdings, Inc. Class A Common Stock shares in Q3 2023, an estimated $36.
Bank of America first reported a position in Appreciate Holdings, Inc. Class A Common Stock in Q1 2021 and held it in 8 quarters.
Bank of America's Appreciate Holdings, Inc. Class A Common Stock position peaked at $30K in Q2 2022.
18 funds tracked by Wall St. Rank held Appreciate Holdings, Inc. Class A Common Stock as of Q3 2023.

Based on Bank of America's 13F filing for Q3 2023, filed 14 Nov 2023.