HighTower Advisors
FOA icon

HighTower Advisors’s Finance of America Companies FOA Stock Holding History

HighTower Advisors’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
2024
Q3 		– Sell
-9,753
Closed -$48K – 3823
2024
Q2 		$48K Hold
9,753
– – ﹤0.01% 3315
2024
Q1 		$72K Hold
9,753
– – ﹤0.01% 3211
2023
Q4 		$107K Buy
+9,753
New +$100K ﹤0.01% 3183

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HighTower Advisors's FOA Position: Q3 2024 in Review

HighTower Advisors sold out of Finance of America Companies (FOA) in Q3 2024, closing a stake of 9,753 shares — an estimated $48K sold.

HighTower Advisors first reported a position in FOA in Q4 2023 and held it in 3 quarters. The position peaked at $107K in Q4 2023. 23 funds tracked by Wall St. Rank hold FOA as of Q3 2024.

  • HighTower Advisors reported no remaining Finance of America Companies position as of Q3 2024 after selling out during the quarter.
  • HighTower Advisors sold 9,753 Finance of America Companies shares in Q3 2024, an estimated $48K.
  • HighTower Advisors first reported a position in Finance of America Companies in Q4 2023 and held it in 3 quarters.
  • HighTower Advisors's Finance of America Companies position peaked at $107K in Q4 2023.
  • 23 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2024.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.