FWM
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Focused Wealth Management’s First American FAF Stock Holding History

Focused Wealth Management’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16
Closed -$1.05K – 448
2023
Q4 		$1.05K Hold
16
– – ﹤0.01% 848
2023
Q3 		$917 Hold
16
– – ﹤0.01% 854
2023
Q2 		$918 Hold
16
– – ﹤0.01% 898
2023
Q1 		$888 Hold
16
– – ﹤0.01% 886
2022
Q4 		$827 Hold
16
– – ﹤0.01% 896
2022
Q3 		$1K Buy
16
+1
+7% +$54 ﹤0.01% 835
2022
Q2 		$1K Hold
15
– – ﹤0.01% 818
2022
Q1 		$1K Hold
15
– – ﹤0.01% 872
2021
Q4 		$1K Hold
15
– – ﹤0.01% 877
2021
Q3 		$1K Buy
+15
New +$1K ﹤0.01% 883

Other funds holding FAF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Focused Wealth Management's FAF Position: Q1 2024 in Review

Focused Wealth Management sold out of First American (FAF) in Q1 2024, closing a stake of 16 shares — an estimated $1.05K sold.

Focused Wealth Management first reported a position in FAF in Q3 2021 and held it in 10 quarters. The position peaked at $1.05K in Q4 2023. 407 funds tracked by Wall St. Rank hold FAF as of Q1 2024.

  • Focused Wealth Management reported no remaining First American position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 16 First American shares in Q1 2024, an estimated $1.05K.
  • Focused Wealth Management first reported a position in First American in Q3 2021 and held it in 10 quarters.
  • Focused Wealth Management's First American position peaked at $1.05K in Q4 2023.
  • 407 funds tracked by Wall St. Rank held First American as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.