Cutler Group’s Finance of America Companies FOA Stock Holding History

Cutler Group’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
2022 Q3	–	Sell	-372	Closed	-$5K	–	5091
2022 Q2	$5K	Buy	372 +24	+7%	+$554	﹤0.01%	3698
2022 Q1	$10K	Buy	348 +40	+13%	+$1.39K	﹤0.01%	3605
2021 Q4	$12K	Buy	308 +190	+161%	+$9.01K	﹤0.01%	3534
2021 Q3	$5K	Sell	118 -2,423	-95%	-$144K	﹤0.01%	4441
2021 Q2	$193K	Buy	+2,541	New	+$246K	0.01%	1368

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

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

LFCM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Cutler Group's FOA Position: Q3 2022 in Review

Cutler Group sold out of Finance of America Companies (FOA) in Q3 2022, closing a stake of 372 shares — an estimated $5K sold.

Cutler Group first reported a position in FOA in Q2 2021 and held it in 5 quarters. The position peaked at $193K in Q2 2021. 55 funds tracked by Wall St. Rank hold FOA as of Q3 2022.

Cutler Group reported no remaining Finance of America Companies position as of Q3 2022 after selling out during the quarter.
Cutler Group sold 372 Finance of America Companies shares in Q3 2022, an estimated $5K.
Cutler Group first reported a position in Finance of America Companies in Q2 2021 and held it in 5 quarters.
Cutler Group's Finance of America Companies position peaked at $193K in Q2 2021.
55 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2022.

Based on Cutler Group's 13F filing for Q3 2022, filed 25 Oct 2022.