Capstone Financial Advisors’s Finance of America Companies FOA Stock Holding History

Capstone Financial Advisors’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	-2,500	Closed	-$18.4K	–	159
2024 Q1	$18.4K	Hold	2,500	–	–	﹤0.01%	149
2023 Q4	$27.5K	Hold	2,500	–	–	﹤0.01%	149
2023 Q3	$32K	Hold	2,500	–	–	﹤0.01%	138
2023 Q2	$47.8K	Hold	2,500	–	–	﹤0.01%	134
2023 Q1	$31K	Hold	2,500	–	–	﹤0.01%	133
2022 Q4	$31.8K	Hold	2,500	–	–	﹤0.01%	130
2022 Q3	$37K	Hold	2,500	–	–	﹤0.01%	123
2022 Q2	$39K	Buy	2,500 +1,000	+67%	+$23.1K	﹤0.01%	128
2022 Q1	$46K	Buy	1,500 +500	+50%	+$17.4K	﹤0.01%	132
2021 Q4	$40K	Hold	1,000	–	–	﹤0.01%	134
2021 Q3	$50K	Buy	+1,000	New	+$59.4K	﹤0.01%	134

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

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

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Capstone Financial Advisors's FOA Position: Q2 2024 in Review

Capstone Financial Advisors sold out of Finance of America Companies (FOA) in Q2 2024, closing a stake of 2,500 shares — an estimated $18.4K sold.

Capstone Financial Advisors first reported a position in FOA in Q3 2021 and held it in 11 quarters. The position peaked at $50K in Q3 2021. 51 funds tracked by Wall St. Rank hold FOA as of Q2 2024.

Capstone Financial Advisors reported no remaining Finance of America Companies position as of Q2 2024 after selling out during the quarter.
Capstone Financial Advisors sold 2,500 Finance of America Companies shares in Q2 2024, an estimated $18.4K.
Capstone Financial Advisors first reported a position in Finance of America Companies in Q3 2021 and held it in 11 quarters.
Capstone Financial Advisors's Finance of America Companies position peaked at $50K in Q3 2021.
51 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2024.

Based on Capstone Financial Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.