Coastal Bridge Advisors’s Finance of America Companies FOA Stock Holding History

Coastal Bridge 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 Q3	–	Sell	-4,572	Closed	-$22.5K	–	176
2024 Q2	$22.5K	Hold	4,572	–	–	0.01%	167
2024 Q1	$33.6K	Hold	4,572	–	–	0.01%	176
2023 Q4	$50.3K	Hold	4,572	–	–	0.01%	169
2023 Q3	$58.5K	Hold	4,572	–	–	0.02%	158
2023 Q2	$87.3K	Hold	4,572	–	–	0.02%	157
2023 Q1	$56.7K	Hold	4,572	–	–	0.01%	162
2022 Q4	$58.1K	Hold	4,572	–	–	0.02%	162
2022 Q3	$68K	Hold	4,572	–	–	0.02%	167
2022 Q2	$72K	Hold	4,572	–	–	0.02%	153
2022 Q1	$139K	Hold	4,572	–	–	0.03%	154
2021 Q4	$182K	Hold	4,572	–	–	0.04%	186
2021 Q3	$226K	Buy	+4,572	New	+$271K	0.05%	126

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

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

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

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

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Coastal Bridge Advisors's FOA Position: Q3 2024 in Review

Coastal Bridge Advisors sold out of Finance of America Companies (FOA) in Q3 2024, closing a stake of 4,572 shares — an estimated $22.5K sold.

Coastal Bridge Advisors first reported a position in FOA in Q3 2021 and held it in 12 quarters. The position peaked at $226K in Q3 2021. 23 funds tracked by Wall St. Rank hold FOA as of Q3 2024.

Coastal Bridge Advisors reported no remaining Finance of America Companies position as of Q3 2024 after selling out during the quarter.
Coastal Bridge Advisors sold 4,572 Finance of America Companies shares in Q3 2024, an estimated $22.5K.
Coastal Bridge Advisors first reported a position in Finance of America Companies in Q3 2021 and held it in 12 quarters.
Coastal Bridge Advisors's Finance of America Companies position peaked at $226K in Q3 2021.
23 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2024.

Based on Coastal Bridge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.