Cowen and Company’s Finance of America Companies FOA Stock Holding History

Cowen and Company’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	-1,315	Closed	-$6.48K	–	648
2024 Q2	$6.48K	Sell	1,315 -1,185	-47%	-$7.23K	﹤0.01%	497
2024 Q1	$18.4K	Hold	2,500	–	–	﹤0.01%	451
2023 Q4	$27.5K	Hold	2,500	–	–	﹤0.01%	318
2023 Q3	$32K	Hold	2,500	–	–	﹤0.01%	329
2023 Q2	$47.8K	Sell	2,500 -360	-13%	-$6.04K	﹤0.01%	271
2023 Q1	$35.5K	Sell	2,860 -198	-6%	-$3.02K	﹤0.01%	250
2022 Q4	$38.8K	Hold	3,058	–	–	﹤0.01%	284
2022 Q3	$45K	Sell	3,058 -27,776	-90%	-$440K	﹤0.01%	268
2022 Q2	$484K	Buy	30,834 +16,134	+110%	+$373K	0.05%	147
2022 Q1	$447K	Sell	14,700 -57,122	-80%	-$1.99M	0.04%	169
2021 Q4	$2.85M	Buy	+71,822	New	+$3.41M	0.26%	85

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

Cowen and Company's FOA Position: Q3 2024 in Review

Cowen and Company sold out of Finance of America Companies (FOA) in Q3 2024, closing a stake of 1,315 shares — an estimated $6.48K sold.

Cowen and Company first reported a position in FOA in Q4 2021 and held it in 11 quarters. The position peaked at $2.85M in Q4 2021. 23 funds tracked by Wall St. Rank hold FOA as of Q3 2024.

Cowen and Company reported no remaining Finance of America Companies position as of Q3 2024 after selling out during the quarter.
Cowen and Company sold 1,315 Finance of America Companies shares in Q3 2024, an estimated $6.48K.
Cowen and Company first reported a position in Finance of America Companies in Q4 2021 and held it in 11 quarters.
Cowen and Company's Finance of America Companies position peaked at $2.85M in Q4 2021.
23 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2024.

Based on Cowen and Company's 13F filing for Q3 2024, filed 12 Nov 2024.