Ergoteles’s Finance of America Companies FOA Stock Holding History

Ergoteles’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 Q1	–	Sell	-3,943	Closed	-$157K	–	1357
2021 Q4	$157K	Buy	+3,943	New	+$187K	0.01%	1086

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HCM

Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 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

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

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

Ergoteles's FOA Position: Q1 2022 in Review

Ergoteles sold out of Finance of America Companies (FOA) in Q1 2022, closing a stake of 3,943 shares — an estimated $157K sold.

Ergoteles first reported a position in FOA in Q4 2021 and held it in 1 quarter. The position peaked at $157K in Q4 2021. 66 funds tracked by Wall St. Rank hold FOA as of Q1 2022.

Ergoteles reported no remaining Finance of America Companies position as of Q1 2022 after selling out during the quarter.
Ergoteles sold 3,943 Finance of America Companies shares in Q1 2022, an estimated $157K.
Ergoteles first reported a position in Finance of America Companies in Q4 2021 and held it in 1 quarter.
Ergoteles's Finance of America Companies position peaked at $157K in Q4 2021.
66 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2022.

Based on Ergoteles's 13F filing for Q1 2022, filed 13 May 2022.