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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
2021
Q4 		– Sell
-5,120
Closed -$2K – 5584
2021
Q3 		$2K Sell
5,120
-6,530
-56% -$388K ﹤0.01% 4992
2021
Q2 		$33K Buy
+11,650
New +$1.13M ﹤0.01% 2842

Other funds holding FOA

Blackstone Inc
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
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
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.