Capital Advisors Ltd’s Finance of America Companies FOA Stock Holding History

Capital Advisors Ltd’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
2023 Q3	–	Sell	-142	Closed	-$3K	–	1348
2023 Q2	$3K	Buy	+142	New	+$2.38K	﹤0.01%	936
2022 Q2	–	Sell	-69	Closed	-$2K	–	1104
2022 Q1	$2K	Sell	69 -33	-32%	-$1.15K	﹤0.01%	634
2021 Q4	$4K	Buy	+102	New	+$4.84K	﹤0.01%	581

Other funds holding FOA

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capital Advisors Ltd's FOA Position: Q3 2023 in Review

Capital Advisors Ltd sold out of Finance of America Companies (FOA) in Q3 2023, closing a stake of 142 shares — an estimated $3K sold.

Capital Advisors Ltd first reported a position in FOA in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 44 funds tracked by Wall St. Rank hold FOA as of Q3 2023.

Capital Advisors Ltd reported no remaining Finance of America Companies position as of Q3 2023 after selling out during the quarter.
Capital Advisors Ltd sold 142 Finance of America Companies shares in Q3 2023, an estimated $3K.
Capital Advisors Ltd first reported a position in Finance of America Companies in Q4 2021 and held it in 3 quarters.
Capital Advisors Ltd's Finance of America Companies position peaked at $4K in Q4 2021.
44 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2023.

Based on Capital Advisors Ltd's 13F filing for Q3 2023, filed 27 Oct 2023.