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Glassman Wealth Services’s Finance of America Companies FOA Stock Holding History

Glassman Wealth Services’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
Q3 		– Sell
-4
Closed – – 1665
2021
Q2 		$0 Buy
+4
New +$387 ﹤0.01% 1520

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EC
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BlackRock
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Vanguard Group
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ACM
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Cobalt Capital Management Short Hills, New Jersey $179M AUM 42.31% 1-Year Est. Return

Glassman Wealth Services's FOA Position: Q3 2021 in Review

Glassman Wealth Services sold out of Finance of America Companies (FOA) in Q3 2021, closing a stake of 4 shares.

Glassman Wealth Services first reported a position in FOA in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 55 funds tracked by Wall St. Rank hold FOA as of Q3 2021.

  • Glassman Wealth Services reported no remaining Finance of America Companies position as of Q3 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 4 Finance of America Companies shares in Q3 2021.
  • Glassman Wealth Services first reported a position in Finance of America Companies in Q2 2021 and held it in 1 quarter.
  • Glassman Wealth Services's Finance of America Companies position peaked at $0 in Q2 2021.
  • 55 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2021.

Based on Glassman Wealth Services's 13F filing for Q3 2021, filed 10 Nov 2021.