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Avior Wealth Management’s Finance of America Companies FOA Stock Holding History

Avior Wealth Management’s Portfolio FOA Stock Details FOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$3 – 2797
2024
Q1 		$3 Buy
+1
New +$9 ﹤0.01% 3819

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LFCM
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Millennium Management
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Goldman Sachs
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avior Wealth Management's FOA Position: Q2 2024 in Review

Avior Wealth Management sold out of Finance of America Companies (FOA) in Q2 2024, closing a stake of 1 share — an estimated $3 sold.

Avior Wealth Management first reported a position in FOA in Q1 2024 and held it in 1 quarter. The position peaked at $3 in Q1 2024. 51 funds tracked by Wall St. Rank hold FOA as of Q2 2024.

  • Avior Wealth Management reported no remaining Finance of America Companies position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 Finance of America Companies share in Q2 2024, an estimated $3.
  • Avior Wealth Management first reported a position in Finance of America Companies in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Finance of America Companies position peaked at $3 in Q1 2024.
  • 51 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.